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Business Banking Specialist

2 months ago

Monterey Park, California, United States Bank of America Full time

Position Title: Small Business Banker

Overview:

At Bank of America, we are committed to enhancing financial well-being through meaningful connections. Our approach to Responsible Growth is reflected in our dedication to our clients, employees, communities, and shareholders.

We strive to create an inclusive and diverse workplace, valuing individuals from various backgrounds and experiences. Our investment in our employees and their families includes competitive benefits that support their overall well-being.

Role Summary:

The Small Business Banker is tasked with delivering comprehensive financial solutions to small enterprises with annual revenues up to $5 million. This role involves actively nurturing and expanding relationships with high-value clients. Key responsibilities encompass:

  • Enhancing the profitability of the small business customer base.
  • Identifying and pursuing new client opportunities through networking and referrals.
  • Opening core small business accounts while adhering to established guidelines.

Key Responsibilities:

  • Oversee the complete client journey to address needs and capitalize on sales opportunities while managing risk.
  • Identify and refer specialized small business solutions to clients, conducting thorough relationship reviews.
  • Provide a premium customer experience by spending a minimum of 80% of time in the field.
  • Build relationships with key partners to enhance small business opportunities.
  • Utilize credit knowledge to advise small business owners on services and solutions that align with their business objectives.
  • Support the execution of the sales model to achieve performance targets and growth in the Small Business segment.
  • Mentor and guide associates while fostering a client-centric culture.

Required Qualifications:

  • Proven success in consultative sales within financial services or business-to-business environments.
  • Ability to analyze financial statements and recommend strategies for improvement.
  • Strong passion for outside sales and relationship building.
  • Excellent communication skills and demonstrated leadership capabilities.
  • Thorough understanding of small business financial products and services.

Desired Qualifications:

  • Community leadership experience.
  • Strong computer skills with the ability to multitask effectively.
  • Undergraduate degree in business, finance, or economics preferred.
  • Bilingual capabilities are a plus.

Skills:

  • Client Experience Management
  • Client Solutions Advisory
  • Financial Analysis
  • Risk Management
  • Coaching and Development

Shift: 1st shift (United States of America)

Hours Per Week: 40