Small Business Financial Solutions Specialist

4 weeks ago


Charlotte, North Carolina, United States Bank of America Full time

At Bank of America, we are committed to helping small businesses succeed through comprehensive financial solutions. As a Small Business Financial Solutions Specialist, you will be responsible for providing tailored financial services to small businesses with annual revenues up to $5 million. Your key responsibilities will include:

Key Responsibilities:

  • Supporting the growth of the profitability of the small business customer base
  • Identifying and developing new client opportunities through prospecting, networking, and external referral sources
  • Delivering a branded customer experience within aligned sales portfolios
  • Fostering relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking
  • Providing expert advice on financial solutions, services, and digital capabilities to help small business owners meet their short and long-term business goals

Requirements:

  • Proven success in consultative sales in financial services or business-to-business sales
  • Ability to analyze financial conditions of clients and industry trends
  • Excellent communication skills and demonstrated leadership ability
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems

Benefits:

  • Competitive compensation and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment

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.



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