Small Business Financial Solutions Specialist
7 days ago
We are seeking a highly motivated and experienced Small Business Banker to join our team at Bank of America. As a Small Business Banker, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. Your primary focus will be on managing and deepening relationships with high-value and opportunity clients, while identifying and developing new business opportunities through prospecting, networking, and external referral sources.
Key Responsibilities- 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 execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment.
- Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture.
- 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 spending time prospecting.
- Willingness 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.
- 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.
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Manhattan Beach, California, United States Bank of America Full timeJob SummaryWe are seeking a highly motivated and experienced Small Business Banker to join our team at Bank of America. As a Small Business Banker, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. Your primary focus will be on managing and deepening relationships with...
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Manhattan Beach, California, United States K1 Full time{"title": "Fund Accountant", "description": "Job SummaryK1 is seeking a highly skilled Fund Accountant to oversee day-to-day financial, operational, and compliance functions for the firm located in Manhattan Beach, CA. The ideal candidate will possess the competence and expertise necessary to skillfully navigate client, third-party, and internal...
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