Small Business Financial Solutions Specialist

vor 4 Wochen

Hannover, Niedersachsen, Deutschland Bank of America Vollzeit

About the Role:

This position is responsible for delivering comprehensive financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record in consultative sales and be able to analyze financial conditions of clients and industry trends.

Key Responsibilities:

  • Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • 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 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

Required Qualifications:

  • 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
  • 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
  • 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

Work Schedule:

1st shift (United States of America)

Hours Per Week:

40

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