Small Business Banker

3 months ago

Everett, United States Bank of America Full time

Description

:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

Responsibilities:

Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities Leverages 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 Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

Has 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 Is passionate about outside sales and enjoys spending time prospecting Wants to enhance existing relationships and exceed sales goals Can analyze financial conditions of clients and industry trends Can understand and interpret financial statements and cash flow analysis Has excellent communication skills and demonstrated leadership ability Enjoys 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

  • Small Business Financial Solutions Specialist

    5 days ago

    Everett, Massachusetts, United States Bank of America Full time

    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:Support the growth of the...

  • Personal Banker- FLOAT for branch locations

    2 months ago

    Everett, United States Coastal Community Bank Full time

    Job Type Full-time Description ABOUT US Coastal Community Bank is a little bit of banking and a lot of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are...

  • Personal Banker

    3 months ago

    Everett, United States Coastal Community Bank Full time

    ABOUT US Coastal Community Bank is a little bit of banking and a lot of tech-ing. The people at Coastal don't just help people with their banking; they help reshape how banking technology allows and serves EVERYONE. We think and work like entrepreneurs, always moving and constantly improving. We care about each other, are go-getters, work hard, and play...

  • Relationship Banker

    7 days ago

    Everett, Washington, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We strive to be a diverse and inclusive workplace for...

  • Account Manager II

    3 months ago

    Everett, United States NBT Bancorp Inc. Full time

    Pay Range: $21.81 - $30.57* Public Entity experience highly desirable * Under limited supervision, performs customer service, sales and management of assigned small business and middle market accounts. Serves as the customer's advocate between the customer and carrier regarding insurance coverage. Collaborates with Business Development Manager and/or...

  • Business Account Executive II

    2 weeks ago

    Everett, Washington, United States NBT Bancorp Inc. Full time

    Job Title: Account Manager IICompany: NBT Bancorp Inc.Compensation Range: Competitive salary based on experienceAs an Account Manager II, you will operate under minimal supervision, handling customer relations, sales initiatives, and management of designated small business and middle market accounts. Acting as the representative for our clients, you will...

  • Everett Member Relationship Representative

    3 months ago

    Everett, United States Qualstar Credit Union Full time

    Job DescriptionJob DescriptionAbout Qualstar: Qualstar Credit Union is a growing, well-established, and financially strong not-for-profit organization. We are 70,000 members strong, headquartered in Bothell, WA, with four Puget Sound Branch locations and 140 employees. We are proud to specialize in providing financial services to hardworking union members...

  • Travel MRI Technologist

    1 month ago

    Everett, United States Greenstaff Medical US-Allied Full time

    Job DescriptionGreenstaff Medical US-Allied is seeking a travel MRI Technologist for a travel job in Everett, Washington.Job Description & RequirementsSpecialty: MRI TechnologistDiscipline: Allied Health ProfessionalStart Date: 09/09/2024Duration: 13 weeks40 hours per weekShift: 8 hoursEmployment Type: TravelGreenstaff Medical US-Allied Job ID #1-13. Pay...

  • Automotive Body Repair Specialist

    2 weeks ago

    Everett, Washington, United States Cascade Collision Center Full time

    Position OverviewWe are seeking a skilled Automotive Body Repair Specialist to join our dedicated team at Cascade Collision Center. This role involves comprehensive duties related to the repair and restoration of vehicle bodies and frames.Key ResponsibilitiesPerform all facets of auto body repair and frame alignment.Utilize advanced techniques and tools to...

  • Sugar Waxer

    3 months ago

    Everett, United States THE SUGAR ROOM LLC Full time

    Job DescriptionJob DescriptionLooking for a licensed Esthetician to work part-time (24-30 hours) at the Sugar Room.Hours of operation:Tuesday: 10am-7pmWednesday: 10am-530pmThursday: 10am-7pmFriday: 10am-7pmSaturday: 10am-4pmThe Sugar room is a small business that focuses on organic hair removal using a sugar paste. High traffic area that services clients in...

  • Traveling Medical Professional

    4 days ago

    Everett, Washington, United States Reliant Staffing SolutionsRSS Medical Full time

    Job DetailsReliant Staffing Solutions/RSS Medical is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job.Job RequirementsSpecialty: Med Surg / TelemetryDiscipline: RNEmployment Type: TravelAuto Offer 1+ years of experience required, BLS ACLS, Compact/WA License, Floating may be required.Reliant Staffing Solutions/RSS Medical Job ID # Pay...

  • Corporate Account Executive II

    2 weeks ago

    Everett, Washington, United States NBT Bancorp Inc. Full time

    Job Title: Account Manager IICompany: NBT Bancorp Inc.Compensation: Competitive salary based on experienceAs an Account Manager II, you will operate under minimal supervision, managing customer relationships and overseeing assigned small business and middle market accounts. You will serve as the advocate for clients, collaborating closely with the Business...

  • Teller Part Time Evergreen Way

    5 days ago

    Everett, Washington, United States WELLS FARGO BANK Full time

    About Wells Fargo BankWe are a leading financial services company that provides a wide range of banking and financial services to individuals, businesses, and institutions. Our mission is to help our customers achieve their financial goals and improve their financial well-being.About the RoleWe are seeking a highly motivated and customer-focused individual...

  • Tax Professional

    3 days ago

    Everett, Washington, United States Spectrum Solutions Full time

    About Spectrum SolutionsWe are a dynamic and innovative tax consulting firm dedicated to providing exceptional services to small and medium-sized businesses and individuals.Our team is comprised of highly motivated and reliable professionals who are passionate about delivering top-notch tax solutions.Your BenefitsFlexible work arrangements, including the...

  • Human Resources Manager

    4 weeks ago

    Everett, United States LHH Full time

    LHH Recruitment Solutions is hiring for an Human Resources Manager for a small manufacturing company located in Everett WA. This person will be responsible for leading the day-to-day HR programs to support key business groups. The ideal candidate for this role will have a solid HR generalist background and have strong knowledge in employee relations and...

  • Human Resources Manager

    4 weeks ago

    Everett, United States LHH Full time

    LHH Recruitment Solutions is hiring for an Human Resources Manager for a small manufacturing company located in Everett WA. This person will be responsible for leading the day-to-day HR programs to support key business groups. The ideal candidate for this role will have a solid HR generalist background and have strong knowledge in employee relations and...

  • Client Relationship Manager II

    2 weeks ago

    Everett, Washington, United States NBT Bancorp Inc. Full time

    Job Title: Account Manager IICompany: NBT Bancorp Inc.Compensation Range: Competitive salary based on experienceAs an Account Manager II, you will operate under minimal supervision to deliver exceptional customer service, drive sales, and manage a portfolio of small business and middle market accounts. You will serve as the primary advocate for clients,...

  • Human Resources Director

    5 days ago

    Everett, Washington, United States LHH Full time

    LHH Recruitment Solutions is seeking a seasoned Human Resources Manager to lead the day-to-day HR programs for a small manufacturing company in the Pacific Northwest. This individual will be responsible for overseeing HR activities and ensuring the company's compliance with policies and laws.Key Responsibilities:HR Program Management: Develop and manage HR...

  • Counter Sales

    3 months ago

    Everett, United States United Refrigeration, Inc. Full time

    Job DescriptionJob DescriptionNational HVACR wholesale distributor is looking for a full time counter sales/customer service/inside sales position to help support our continued growth and expansion. Candidates with multi-year sales experience in HVAC/R field or in other industries preferred but not necessary. Genuine enthusiasm for sales and dealing with...

  • Family Medicine OB Physician

    2 months ago

    Everett, Washington, United States Providence Full time

    Providence Medical Group's Snohomish Family Medicine clinic is searching for a board-certified/board-eligible Family Medicine OB physician to join a well-established and supportive team in Snohomish, Washington. This small, but busy rural clinic houses on-site laboratory and behavioral health services, providing quality care to the Snohomish community. Enjoy...