Small Business Financial Solutions Specialist
4 days ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
We are seeking a highly motivated and experienced Small Business Financial Solutions Specialist to join our team. As a key member of our organization, 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 new client opportunities through prospecting, networking, and developing external referral sources
- 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 the 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
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 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
Shift: 1st shift (United States of America)
Hours Per Week: 40
Bank of America and its affiliates 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, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
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Irving, Texas, United States Bank of America Full timeJob 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...
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