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Small Business Financial Solutions Specialist

1 month ago

Cincinnati, Ohio, United States Bank of America Full time

Job Summary:

As a Small Business Financial Solutions Specialist at Bank of America, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. Your key responsibilities will include supporting the growth of the profitability of the small business customer base, identifying and developing new client opportunities, and acquiring new clients through prospecting and networking.

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:

  • 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
  • Passion for outside sales and enjoyment of spending time prospecting
  • Desire to enhance existing relationships and exceed sales goals
  • Ability to analyze financial conditions of clients and industry trends
  • Understanding and interpretation of financial statements and cash flow analysis
  • Excellent communication skills and demonstrated leadership ability
  • Enjoyment of 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

Preferred 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 of 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

Work Environment:

Bank of America is an equal opportunity employer and considers all qualified applicants without regard to race, color, sex, sexual orientation, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.