Business Banking Specialist

2 weeks ago

Charlotte, North Carolina, United States Bank of America Full time

Business Banking Specialist

Location: Charlotte, North Carolina

Position Overview:

At Bank of America, we are driven by a unified mission to enhance financial well-being through meaningful connections. Our commitment to Responsible Growth shapes our operations and defines how we serve our clients, colleagues, communities, and shareholders daily.

Central to our Responsible Growth strategy is our dedication to fostering an inclusive and diverse workplace. We actively seek individuals from varied backgrounds and experiences, investing significantly in our employees and their families by providing competitive benefits that support their overall well-being.

Bank of America values collaboration and flexibility for our workforce. We adopt a comprehensive approach to flexibility, tailored to the diverse roles within our organization.

Joining Bank of America means embarking on a fulfilling career with opportunities for professional development, growth, and the chance to make a significant impact.

Key Responsibilities:

This role entails delivering holistic financial solutions to small enterprises with annual revenues reaching up to $5 million, while actively nurturing and expanding relationships with high-value clients. Key duties include:

  • Overseeing the complete client experience to meet their needs and drive sales while managing risks.
  • Identifying and directing specialized small business opportunities and solutions during client relationship assessments.
  • Providing a distinguished customer experience by spending a minimum of 80% of the time in the field.
  • Building partnerships with key stakeholders such as Merchant Services, Practice Solutions, Treasury, and Business Banking to enhance small business prospects.
  • Utilizing credit expertise to guide small business owners on solutions, services, and digital tools that align with their business objectives.
  • Facilitating the execution of the sales delivery model to achieve targeted performance and growth within the Small Business segment.
  • Mentoring and developing team members while fostering a client-centric culture.

Required Qualifications:

  • Demonstrated success in consultative sales within financial services or business-to-business environments.
  • Ability to showcase improvements in business financial outcomes through analysis of financial statements and strategic recommendations.
  • A passion for outside sales and a proactive approach to prospecting.
  • A commitment to enhancing existing relationships and surpassing sales targets.
  • Capability to analyze client financial conditions and industry trends.
  • Proficiency in interpreting financial statements and conducting cash flow analyses.
  • Exceptional communication skills coupled with proven leadership capabilities.
  • Experience in collaborating and negotiating with a team to resolve client challenges.
  • Proven management of a client portfolio with a focus on relationship enhancement.
  • Comprehensive knowledge of small business financial products and services.
  • Familiarity with CRM systems and banking platforms.

Desired Qualifications:

  • Demonstrated community leadership.
  • Strong computer skills with the ability to multitask in a fast-paced environment.
  • Undergraduate degree in business, finance, or economics preferred, or seven years of relevant experience.

Skills:

  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral and Written Communication
  • Coaching and Mentoring
  • Risk Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America is committed to equal employment opportunity and affirmative action, ensuring that all qualified candidates are considered for employment without regard to race, gender, age, or any other factor prohibited by law.

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