Small Business Financial Solutions Specialist

1 week ago

Oakland, California, United States Bank of America Full time
Job Title: Small Business Banker

At Bank of America, we are committed to helping small businesses succeed through our comprehensive financial solutions. As a Small Business Banker, you will play a critical role in providing expert advice and guidance to our clients, helping them achieve their financial goals and grow their businesses.

Key Responsibilities:
  • Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
  • Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews.
  • Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.
  • Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
  • Leverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals.
  • Support execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment.
  • Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture.
Requirements:
  • The Small Business Banker role is an outside sales role and will require the incumbent to be in the field at least 80% of the time.
  • Has proven success in consultative sales in financial services or in business-to-business sales.
  • Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers.
  • Is passionate about outside sales and enjoys spending time prospecting.
  • Wants to enhance existing relationships and exceed sales goals.
  • Can analyze financial conditions of clients and industry trends.
  • Can understand and interpret financial statements and cash flow analysis.
  • Has excellent communication skills and demonstrated leadership ability.
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues.
  • Demonstrated management of a client portfolio with focus on relationship development and deepening.
  • Thorough knowledge of small business financial products and services.
  • Familiarity with CRM platforms and other banking systems.
Desired Qualifications:
  • Community leadership.
  • Strong computer skills with an ability to multitask in a demanding environment.
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience.
Skills:
  • Client Experience Branding.
  • Client Management.
  • Client Solutions Advisory.
  • Customer and Client Focus.
  • Pipeline Management.
  • Credit Documentation Requirements.
  • Financial Analysis.
  • Oral Communications.
  • Prioritization.
  • Written Communications.
  • Coaching.
  • Interpret Relevant Laws, Rules, and Regulations.
  • Prospecting.
  • Risk Management.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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