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Business Banking Consultant
2 months ago
Business Banking Consultant
Job Overview:
At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which shapes our operations and client interactions daily.
We are committed to fostering a diverse and inclusive environment, ensuring that our workforce reflects a wide array of backgrounds and experiences. We invest significantly in our employees and their families, offering competitive benefits that promote overall well-being.
Our approach to flexibility varies by role, allowing us to support our employees effectively while meeting organizational needs.
Position Summary:
The Business Banking Consultant is tasked with delivering comprehensive financial solutions to small enterprises with annual revenues reaching up to $5 million. This role involves nurturing and expanding relationships with high-value clients and identifying new business opportunities through networking and referrals.
Key Responsibilities:
- Oversee the complete client journey to fulfill their needs and drive sales while managing associated risks.
- Recognize and direct specialized small business opportunities and solutions to clients, conducting thorough relationship assessments.
- Provide a premium customer experience by maintaining a field presence for at least 80% of the work time.
- Build relationships with essential partners, such as Merchant Services and Business Banking, to enhance small business opportunities.
- Utilize credit knowledge to guide small business owners on solutions and services that align with their financial objectives.
- Support the execution of sales strategies to achieve performance targets and growth within the Small Business segment.
- Mentor and develop team members while fostering a client-centric culture.
Required Qualifications:
- Proven track record in consultative sales within financial services or business-to-business environments.
- Ability to demonstrate improvements in financial outcomes for businesses through analysis of financial statements.
- Passion for outside sales and a proactive approach to prospecting.
- Strong analytical skills to assess client financial conditions and industry trends.
- Excellent communication and leadership skills.
- Experience managing a client portfolio with a focus on relationship enhancement.
- Thorough understanding of small business financial products and services.
Desired Qualifications:
- Community engagement experience.
- Strong 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
- Financial Analysis
- Risk Management
Shift: 1st shift (United States of America)
Hours Per Week: 40
