Role at a glance
- Salary
- Not yet verified Check the description for pay details; an amount or pay period has not been verified.
- Location
- Macon, United States
- Employment
- Full-time
- Education
- Bachelor's
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Role Summary
Provides comprehensive financial solutions to businesses with annual revenues up to $20 million while managing and deepening relationships with business clients. The role supports growth of the business banking customer base through client service, sales, prospecting, and account opening.
What You'll Do
- Manages the end-to-end client journey to address client needs, drive sales opportunities, and mitigate risk.
- Identifies and refers specialized small-business opportunities and solutions, and conducts small-business relationship reviews.
- Delivers a branded customer experience in aligned sales portfolios while spending at least 80% of the time in the field.
- Builds relationships with Merchant, Practice Solutions, Treasury, and Business Banking partners to increase small-business opportunities.
- Uses credit knowledge to advise small-business owners on solutions, services, and digital capabilities for their business goals.
- Supports the sales delivery model and coaches, develops, guides, and provides feedback to associates and clients.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Required: proven success in consultative sales in financial services and/or business-to-business sales; success improving business financial outcomes through financial-statement interpretation and recommendations; ability to analyze client financial conditions and industry trends, interpret financial statements and cash flow, and manage and deepen a client portfolio. Requires thorough knowledge of small-business financial products and services, familiarity with CRM platforms and banking systems, excellent communication skills, demonstrated leadership ability, and skill in partnering and negotiating to solve client issues.
Required
- Consultative sales in financial services and/or business-to-business sales
- Interpreting financial statements and recommending specific levers to improve business financial outcomes
- Analyzing client financial conditions and industry trends; interpreting financial statements and cash flow analysis
- Managing a client portfolio with a focus on relationship development and deepening
- Thorough knowledge of small-business financial products and services
- Familiarity with CRM platforms and other banking systems
- Excellent communication skills and demonstrated leadership ability
- Partnering and negotiating with bank employees to solve client issues
Preferred
- Community leadership experience
- Strong computer skills and ability to multitask in a demanding environment
- Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive financial solutions to businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the business banking customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core business accounts while adhering to procedural guidelines.
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
Required Qualifications:
Has proven success in consultative sales in financial services and/or business-to-business sales
Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Is motivated 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
Has 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 experience
Strong computer skills with an ability to multitask in a demanding environment
Bachelor’s Degree in business, finance, economics or related field or seven years of 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
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40About the company
Bank of America
Large Enterprise
Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.