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About the Role
This role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million, actively managing and deepening relationships with high-value clients. The position supports the growth of profitability within the small business customer base by identifying, developing, and driving results, and acquiring new clients through prospecting and networking.
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
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
- Desire 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
- 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
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
Location
- United States of America
Work Type
- Onsite
- Full-time
Experience Level
- Relevant work experience
Education Level
- High School Diploma/GED or equivalent work experience
- Undergraduate degree in business, finance or economics preferred
Benefits
- Affordable, competitive and flexible benefits supporting physical, emotional, and financial wellness
About the Company
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
- We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day.
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- We value the unique perspectives individuals bring from all backgrounds and career paths.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.