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Small Business Banking Specialist

1 month ago

Brockton, Massachusetts, United States Bank of America Full time

Job Summary:

As a Small Business Banker at Bank of America, you will play a critical role in providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. Your primary responsibility will be to manage and deepen relationships with high-value and opportunity clients, identifying and developing new business opportunities through prospecting, networking, and external referral sources.

Key Responsibilities:

  • Support the growth of the profitability of the small business customer base
  • Identify and refer specialized small business opportunities and solutions to clients
  • Deliver a branded customer experience within aligned sales portfolios
  • Foster relationships with key partners to increase small business opportunities
  • Advise small business owners on solutions, services, and digital capabilities to 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
  • Coach, develop, and guide associates and clients while embodying a client and employee-centric culture

Requirements:

  • Proven success in consultative sales in financial services or business-to-business sales
  • Ability to demonstrate examples of improving specific businesses' financial outcomes
  • 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 a 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 the ability to multitask in a demanding environment
  • Undergraduate degree in business, finance, or economics preferred or seven years of relevant work experience

Skills:

  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Interpret Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management

Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:

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. We also prohibit discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.