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Small Business Consultant - Chase & Cooke Financial Center- Waterbury, CT (Bilingual Spanish Speaker Required)

Waterbury, Connecticut

Job Description:

The Small Business Consultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. The SBC will spend the majority of their time uncovering the sales and service needs of small business clients, including their personal banking needs, by leveraging defined sales processes and tools. The SBC is expected to acquire and deepen existing relationships through face to face meetings, at either the financial center or business owners place of business. Additionally, the SBC will proactively connect with our small business clients through outbound calls, and execute consistent follow-up routines to meet their needs. The SBC will participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank. The SBC will provide small business related guidance to financial center associates through huddles and team meetings. Additionally, the SBC must have the ability to effectively balance sales performance, operational risk, and client relationship care.

Required skills: "Must" have these skills to be minimally qualified

• Fluent in written and verbal Spanish.
• Has demonstrated experience and proven success with business to business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.



Desired skills:

You’ll be better prepared if you have
• Experience with financial information, spreadsheets and financial skills.
• Experience with in person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
 

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

1000

Job Description:

The Small Business Consultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. The SBC will spend the majority of their time uncovering the sales and service needs of small business clients, including their personal banking needs, by leveraging defined sales processes and tools. The SBC is expected to acquire and deepen existing relationships through face to face meetings, at either the financial center or business owners place of business. Additionally, the SBC will proactively connect with our small business clients through outbound calls, and execute consistent follow-up routines to meet their needs. The SBC will participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank. The SBC will provide small business related guidance to financial center associates through huddles and team meetings. Additionally, the SBC must have the ability to effectively balance sales performance, operational risk, and client relationship care.

Required skills: "Must" have these skills to be minimally qualified

• Fluent in written and verbal Spanish.
• Has demonstrated experience and proven success with business to business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.



Desired skills:

You’ll be better prepared if you have
• Experience with financial information, spreadsheets and financial skills.
• Experience with in person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21061299

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

1000

Connecticut job seekers

Connecticut pay range:

$ 23.00 - $ 28.50 hourly pay, offers to be negotiated based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits

This role is eligible for all usual company benefits. At Bank of America, our employees are the foundation of our success. That’s why we’re committed to offering a variety of competitive programs and benefits that support your physical, emotional and financial wellness both at work and at home.

Street Address

Primary Location:
992 COOKE ST, CT, Waterbury, 06704