Business Banking Specialist

2 weeks ago


Fairhaven, Massachusetts, United States Bank of America Full time

Position Title: Small Business Banker

Location: Various Locations

Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring we deliver exceptional service to our clients, teammates, communities, and shareholders consistently.

We prioritize creating a diverse and inclusive workplace, valuing individuals from various backgrounds and experiences. Our investment in our teammates and their families includes competitive benefits aimed at supporting their overall well-being.

Flexibility is key to our work culture, and we adopt a tailored approach based on the specific roles within our organization.

Role Responsibilities:

This position is dedicated to delivering comprehensive financial solutions tailored for small enterprises with annual revenues reaching up to $5 million. The role involves actively managing and enhancing relationships with high-value clients and identifying new business opportunities through networking and referrals.

Key responsibilities include:

  • Overseeing the complete client journey to address needs and drive sales while managing risk.
  • Identifying and directing specialized small business solutions to clients through relationship assessments.
  • Providing a premium customer experience by spending a minimum of 80% of time in the field.
  • Building partnerships with key stakeholders to expand small business opportunities.
  • Utilizing credit knowledge to guide small business owners in achieving their financial objectives.
  • Implementing the sales delivery model to meet performance targets and promote growth within the Small Business segment.
  • Mentoring and providing constructive feedback to associates and clients, fostering a client-centric culture.

Required Qualifications:

  • Demonstrated success in consultative sales within financial services or business-to-business environments.
  • Ability to analyze financial statements and recommend strategies to improve business outcomes.
  • Passion for outside sales and a proactive approach to prospecting.
  • Strong relationship-building skills with a focus on exceeding sales targets.
  • Proficient in financial analysis and understanding industry trends.
  • Excellent communication and leadership capabilities.
  • Experience managing a client portfolio with an emphasis on relationship development.
  • Thorough knowledge of small business financial products and services.

Desired Qualifications:

  • Community engagement and leadership experience.
  • Strong computer proficiency and multitasking abilities in a fast-paced environment.
  • Undergraduate degree in business, finance, or economics preferred, or equivalent relevant experience.

Skills:

  • Client Experience Management
  • Client Solutions Advisory
  • Sales Pipeline Management
  • Financial Analysis and Risk Management
  • Effective Communication Skills

Work Schedule:

1st shift (United States of America)

Hours Per Week: 40

Bank of America is an equal opportunity employer, committed to creating a diverse and inclusive workplace. We consider qualified candidates without regard to race, gender, sexual orientation, or any other factor prohibited by law.



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