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Enterprise Small Business Banker

Waltham, Massachusetts

Job Description:

At Bank of America, we handle the finances of over 67 million client relationships every day, including how to help them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our small business clients when they need us most – whether they’re just starting out, expanding, or managing the day–to-day. We’re looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You’ll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client’s needs and help make their financial lives better.

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.

The Enterprise Small Business Banker will be expected to:

• 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

Required skills:

- 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)

Desired skills:

- 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

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

At Bank of America, we handle the finances of over 67 million client relationships every day, including how to help them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we’ll count on you to care for, advise and guide our small business clients when they need us most – whether they’re just starting out, expanding, or managing the day–to-day. We’re looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You’ll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client’s needs and help make their financial lives better.

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.

The Enterprise Small Business Banker will be expected to:

• 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

Required skills:

- 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)

Desired skills:

- 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21069598

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kathleen Ransdell

Referral Bonus:

0

Street Address

Primary Location:
1025 Main St, MA, Waltham, 02451