Small Business Financial Specialist
2 weeks ago
Job Overview:
The Bank of America is seeking a highly skilled Small Business Financial Specialist to join our team. As a key member of our sales force, you will be responsible for working with small business clients to grow and deepen their relationships.
Key Responsibilities:
- Manage a portfolio of clients and leverage in-depth knowledge of clients' businesses to uncover needs and deliver the appropriate solution
- Collaborate with sales and support partners across the enterprise and bring in partners at the appropriate time to support a sales opportunity
- Consult with small business clients to understand their business priorities and provide solutions that meet their needs
- Provide excellent overall client satisfaction
- Partner with credit, treasury, and Merrill product partners to ensure quality relationship assessment, prospect needs, and integrate design and execution of financial solutions
- Build meaningful relationships and partnerships
- Execute on playbook strategies to achieve performance targets
Requirements:
- 3-5 years of proven consultative sales experience in financial services, business-to-business sales, or small business banking
- Ability to operate in a phone-based sales environment
- Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
- Proven sales skills and client management experience
- Must be able to assess and analyze financial conditions of clients and industry trends
- Ability to understand and interpret financial statements and cash flow analysis
- Must have excellent verbal and written communication skills and demonstrated leadership ability
- Capable of partnering and negotiating with team of bank associates to solve client issues
- Proficient with Microsoft Office Products (Word, Excel, PowerPoint)
About Us:
Bank of America is a leading financial institution committed to helping individuals and businesses achieve their financial goals. We offer a range of financial products and services designed to meet the unique needs of our clients.
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