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Small Business Financial Solutions Specialist
1 month ago
Job Description:
We are seeking a highly skilled and motivated individual to join our team as a Small Business Financial Solutions Specialist. In this role, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.
Key Responsibilities:
- Support the growth of the profitability of the small business customer base
- Identify, develop, and drive results for high-value and opportunity clients
- Acquire new client opportunities through prospecting, networking, and developing external referral sources
- Open core small business accounts while adhering to procedural guidelines
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 prospecting
- Willingness to enhance existing relationships and exceed sales goals
- Ability to analyze financial conditions of clients and industry trends
- Understanding and interpretation of financial statements and cash flow analysis
- 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 focus on relationship development and deepening
- Thorough knowledge of small business financial products and services
- Familiarity with CRM platforms and other banking systems
Desired 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
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
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
Pay and Benefits:
This role is eligible for a formulaic incentive plan and offers a competitive salary range of $75,000 to $93,200 annualized, based on experience, education, and skill set. The role is also benefits-eligible, with access to industry-leading benefits, paid time off, and resources to support employees' physical, emotional, and financial well-being.
Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:
We 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.
