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Business Banking Specialist

2 months ago

Fairhaven, Massachusetts, United States Bank of America Full time

Position Title: Small Business Banker

Location: Various Locations

Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We prioritize Responsible Growth, which reflects our commitment to our clients, teammates, communities, and shareholders.

We are dedicated to fostering a diverse and inclusive workplace, investing in our employees and their families with competitive benefits that support their overall well-being.

Role Summary:

This position focuses on delivering tailored financial solutions to small enterprises with annual revenues up to $5 million. The role involves nurturing and expanding relationships with high-value clients while identifying new business opportunities through networking and referrals.

Key Responsibilities:

  • Oversee the complete client experience to meet their needs and drive sales while managing risks.
  • Identify and refer specialized small business solutions to clients, conducting thorough relationship assessments.
  • Provide a premium customer experience by maintaining a strong field presence.
  • Build partnerships with key stakeholders to enhance small business opportunities.
  • Utilize credit expertise to advise small business owners on services and solutions that align with their goals.
  • Support the execution of sales strategies to achieve performance targets within the Small Business segment.
  • Mentor and guide associates while fostering a client-centric culture.

Required Qualifications:

  • Demonstrated success in consultative sales within financial services or B2B environments.
  • Ability to analyze financial statements and recommend strategies for improvement.
  • Passion for outside sales and client engagement.
  • Strong analytical skills to assess client financial conditions and industry trends.
  • Excellent communication and leadership capabilities.
  • Experience managing a client portfolio with a focus on relationship enhancement.
  • Thorough understanding of small business financial products and services.

Desired Qualifications:

  • Community involvement and leadership experience.
  • Proficient in multitasking in a fast-paced environment.
  • Preferred educational background in business, finance, or economics, or equivalent experience.

Skills:

  • Client Experience Management
  • Client Solutions Advisory
  • Financial Analysis and Risk Management
  • Effective Communication and Coaching

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America is committed to creating a workplace free from discrimination and harassment, promoting equal employment opportunities for all candidates.