Small Business Financial Solutions Specialist

4 weeks ago


Manteca, California, United States Bank of America Full time

At Bank of America, we are committed to helping small businesses thrive through comprehensive financial solutions. As a Small Business Financial Solutions Specialist, you will be responsible for providing tailored financial solutions to small businesses with annual revenues up to $5 million. Your key responsibilities will include supporting the growth of the profitability of the small business customer base, identifying and developing new client opportunities, and delivering a branded customer experience within aligned sales portfolios.

Key Responsibilities:

  • Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • 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
  • Ability to understand and interpret 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

Benefits:

  • Competitive annualized salary of $67,500.00 to $84,500.00
  • Formulaic incentive eligible
  • Industry-leading benefits, access to paid time off, resources, and support to employees


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