Small Business Financial Solutions Specialist

2 days ago

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

Oakland, California

Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through responsible growth. As a Small Business Banker, you will play a critical role in providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.

Key Responsibilities:
  • Support the growth of the profitability of the small business customer base
  • Identify, develop, and drive results to acquire new client opportunities through prospecting, networking, and developing external referral sources
  • 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 the execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Cultivate and maintain strong relationships with clients and colleagues to drive business growth and profitability
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 prospecting
  • Desire to enhance existing relationships and exceed sales goals
  • Ability to analyze financial conditions of clients and industry trends
  • Excellent communication skills and demonstrated leadership ability
  • Ability to partner and negotiate with a team of bank employees to solve client issues
  • 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
Benefits:

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly, and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law.

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