Small Business Financial Solutions Specialist

5 days ago


Iselin, New Jersey, United States Bank of America Full time
Job Description

Job Summary:

We are seeking a highly skilled Small Business Financial Solutions Specialist to join our team at Bank of America. As a key member of our business banking team, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.

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.
  • 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:

  • 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 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.


  • Iselin, New Jersey, United States World Insurance Associates, LLC. Full time

    Job DescriptionCandidates with previous experience in managing small business units are encouraged to apply.Company OverviewWorld Insurance Associates, LLC. is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.We specialize in personal and commercial insurance lines,...


  • Iselin, New Jersey, United States Shulman Fleming & Partners Full time

    Job OverviewPosition: Financial Reconciliation Business Analyst/Project ManagerLocation: Iselin, NJ (Hybrid work schedule)Role Summary:We are seeking a seasoned Business Analyst/Project Manager with a strong focus on financial reconciliations. The ideal candidate will possess extensive experience in the financial sector and demonstrate a solid grasp of...


  • Iselin, New Jersey, United States ApTask Full time

    About the Client: The client is a distinguished distributor and integrator of electrical solutions, offering a comprehensive range of high-quality products, expert personnel, and exceptional services tailored to meet the demands of clients and the electrical sector. The organization is steered by a proficient management team composed of experienced leaders...

  • Lead Business Analyst

    2 weeks ago


    Iselin, New Jersey, United States JCW Group Full time

    Overview: JCW Group is seeking an experienced Business Analyst to support a leading financial services organization within the global foreign exchange sector. This position offers a remarkable work-life balance with a flexible hybrid work model.Role Responsibilities:Act as a Senior Business Analyst, engaging with both clients and technical teams.Facilitate...


  • Iselin, New Jersey, United States EisnerAmper Full time

    Position Overview At EisnerAmper, we seek professionals who embrace innovation, foster creativity, and are passionate about making a difference. Whether you are at the beginning of your career or advancing as an experienced expert, the EisnerAmper journey is truly unique. We empower you to craft a fulfilling career with the resources necessary for success...


  • Iselin, New Jersey, United States XL Catlin Full time

    Position Overview - Cybersecurity Evaluation SpecialistAs a Cybersecurity Evaluation Specialist, you will play a crucial role in safeguarding the integrity of information security protocols across the organization. Your primary responsibilities will include:Ensuring Robust Security Measures: Assess and validate the effectiveness of cybersecurity controls...


  • Iselin, New Jersey, United States Crisp Recruit Full time

    Crisp Recruit is in search of an innovative Chief Financial Officer to spearhead and enhance the financial operations of our esteemed corporate law practice. This essential position calls for a strategic finance leader with a proven history of fostering revenue growth, ensuring financial efficiency, and adhering to compliance standards within dynamic legal...

  • Lead Business Analyst

    2 weeks ago


    Iselin, New Jersey, United States JCW Group Full time

    About the Role: JCW Group is collaborating with a prominent financial services organization within the global foreign exchange landscape to find an experienced Senior Business Analyst. This position offers an excellent work-life balance with a flexible hybrid working model.Key Responsibilities:Act as a Senior Business Analyst in both client-facing and...


  • Iselin, New Jersey, United States SoHo Dragon Full time

    Job OverviewSoHo Dragon is seeking a seasoned Business Analyst / Project Manager to join our team. This role is pivotal in bridging the gap between business needs and technical solutions.Key Responsibilities:Leverage over 7 years of expertise in business analysis and project management.Demonstrate a comprehensive understanding of financial...


  • Iselin, New Jersey, United States Synechron Full time

    About UsAt Synechron, we harness the transformative power of digital technology to enhance business operations. As a global consulting firm, we merge creativity with cutting-edge technology to provide exceptional digital solutions. Our expertise spans a wide range of services including Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and...


  • Iselin, New Jersey, United States SoHo Dragon Full time

    Job OverviewSoHo Dragon is seeking a skilled Business Analyst / Project Manager to join our dynamic team. This role is pivotal in bridging the gap between business needs and technical solutions within the financial sector.Position DetailsLocation: Iselin, NJ (Hybrid work model with travel to NY required)Work Schedule: Hybrid – 4 days a weekKey...


  • Iselin, New Jersey, United States Open Systems Technologies Full time

    Open Systems Technologies is seeking a Financial Systems Analyst to enhance our team. Compensation: $130-160k This role requires a mix of onsite collaboration and remote work. The ideal candidate will possess experience in drafting technical documentation and engaging with stakeholders effectively. Key Responsibilities: · Produce comprehensive business...


  • Iselin, New Jersey, United States World Insurance Associates, LLC. Full time

    Job DescriptionOverviewWorld Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents.We are a unique organization with a strong presence in the industry, specializing in personal and commercial insurance lines, surety and bonding, employee...


  • Iselin, New Jersey, United States Cisco Full time

    Transform the FutureAt Cisco, we are dedicated to making a significant impact on the world. As a member of our team, you will develop a deep passion for the brand you represent and the innovative solutions we provide. The convergence of technology and connectivity is reshaping our lives, and your contributions will be vital in this evolution.Your RoleIn this...


  • Iselin, New Jersey, United States Nuveen Full time

    Business Management Analyst Nuveen Tech & Operations CAO office has an opportunity for a Business Management Analyst. This role will be part of the Chief Administrative Office and assist leaders with culture programming, event planning, communication effectiveness and other assigned programs. In addition, will generate metrics, draft communications/reports...

  • Financial Advisor

    3 days ago


    Iselin, New Jersey, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with a relentless passion for enriching the lives of our clients. We continually strive to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...


  • Iselin, New Jersey, United States HAN Staffing Full time

    Job DescriptionJob Title: Financial Crimes InvestigatorCompany: HAN StaffingLocation: Remote (Full Onsite from Day 1)Job Type: Full-timeAbout Us: HAN Staffing is a leading provider of staffing solutions for the financial industry.Job Summary:We are seeking a highly skilled Financial Crimes Investigator to join our team. The successful candidate will be...

  • Staff Accountant

    5 days ago


    Iselin, New Jersey, United States U.S. Retirement & Benefits Partners Full time

    Job Summary:U.S. Retirement & Benefits Partners, a leading insurance brokerage firm, is seeking a highly skilled Staff Accountant to join our National Office in Iselin, NJ. As a key member of our Accounting Department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.Key Responsibilities:Assist in the...


  • Iselin, New Jersey, United States Brains Workgroup, Inc. Full time

    Job Title: Sharepoint Tech LeadCompany: Brains Workgroup, Inc.Job Type: Full-timeLocation: Onsite, with occasional travel to NY officeJob Description:We are seeking an experienced Sharepoint Tech Lead to join our team at Brains Workgroup, Inc. As a Sharepoint Tech Lead, you will be responsible for leading the development and implementation of Sharepoint...


  • Iselin, New Jersey, United States Tandym Group Full time

    A leading financial services company, Tandym Group, is seeking an experienced Senior Accountant to join their team. In this role, the Senior Accountant will play a critical part in supporting the preparation of monthly, quarterly, and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP).Key Responsibilities:Maintain...