Job Description
Enterprise Small Business Banker
As part of the Bank of America team, Small Business Bankers have access to industry-leading products and services, award-winning platforms and client education – all designed to meet the unique priorities of our clients. As a Small Business Banker, you’ll spend your time as a sales representative, focused on developing and maintaining profitable lending and deposit relationships with both new and existing small business clients. Your role will be to build and deepen small business relationships, actively connect with clients and execute consistent follow-up routines to meet their needs. You’ll consult with clients and prospects to understand both their business and life priorities, while working with various channel partners as part of one team that delivers exceptional client care focused on all aspects of the client’s needs.
From day one, you’ll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you’ll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles– with unlimited opportunity to grow throughout the company. You’ll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Be the primary point of contact for a portfolio of small business clients within a defined geographic coverage area
Call clients/cold call newly assigned clients, and develop relationships and new business opportunities
Be well versed in all Bank of America products and services to ensure relationship building opportunities
Keep abreast of changing business trends that impact the Small Business segment and translate those trends into business opportunities
This employee will report to a Small Business Banking Manager and may be required to work weekends and/or extended hours as well as speak more than one language, depending upon location
Job Requirements
3-5 years of proven consultative sales experience in financial services, business to business sales, or small business banking
Ability to operate in a phone based sales environment
Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
Proven sales skills and client management experience
Must be able to assess and analyze financial conditions of clients and industry trends
Ability to understand and interpret financial statements and cash flow analysis
Must have excellent verbal and written communication skills and demonstrated leadership ability
Capable of partnering and negotiating with team of bank associates to solve client issues
Undergraduate degree in business, finance or economics preferred OR minimum 7 yrs. relevant work experience
Proficient with Microsoft Office Products (Word, Excel, PowerPoint)
Demonstrated management of an extensive client portfolio with annual revenues of $500k-$5 million
Thorough knowledge of small business financial products and services
10+ years of business experience
Experience advising business owners on complex credit / lending solutions
Familiarity with sales force automation (Salesforce.com/ACT)
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Desired Skills
Job Details
Company Name: Bank of America
Employment Type: Full-time
Job Location: Phoenix, Arizona, United States
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