Small Business Financial Solutions Specialist

3 days ago


Fort Lee, New Jersey, United States Bank of America Full time
Job Title: Small Business Financial Solutions Specialist

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
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
  • 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
Desired 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 relevant work experience
Why Bank of America?

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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