Small Business Financial Solutions Specialist

7 days ago


Manhattan Beach, California, United States Bank of America Full time
Job Summary

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.
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 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.
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 relevant work experience.


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