Small Business Financial Solutions Specialist
3 days ago
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 play a critical role in providing tailored financial services 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 for new client opportunities through prospecting, networking, and developing external referral sources
- Open core small business accounts while adhering to procedural guidelines
- 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
- Willingness 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
- 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 relevant work experience
We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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