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Small Business Financial Solutions Specialist
1 month ago
At Bank of America, we are committed to helping our clients achieve their financial goals through our comprehensive small business financial solutions.
We are seeking a highly motivated and experienced professional to join our team as a Small Business Financial Solutions Specialist. In this role, you will be responsible for providing expert financial guidance and support to small business owners, helping them to navigate the complexities of financial management and achieve their business objectives.
Key responsibilities include:
- Providing comprehensive financial solutions to small businesses, including cash flow management, financial planning, and risk management.
- Developing and maintaining strong relationships with small business clients, understanding their unique financial needs and providing tailored solutions.
- Identifying and referring specialized small business opportunities and solutions to clients.
- Delivering a branded customer experience within aligned sales portfolios.
- Fostering relationships with key partners, including Merchant, Practice Solutions, Treasury, and Business Banking.
- Leveraging 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.
- Supporting execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment.
- Coaching, developing, guiding, and delivering feedback to associates and clients while embodying a client and employee-centric culture.
Requirements include:
- 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.
- Desire 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.
Preferred qualifications include:
- 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.
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees. If you are passionate about helping small businesses achieve their financial goals, we encourage you to apply for this exciting opportunity.
