Phoenix, AZ, 85067, USA
16 days ago
Enterprise Small Business Banker
Enterprise Small Business Banker Phoenix, Arizona **Job Description:** **Jo** **b Summary:** This job is responsible for working with Small Business clients to grow and deepen both new and existing relationships over the phone. Key responsibilities include working with clients with revenues up to $5 million and delivering the entire suite of Small Business solutions including deposit, payroll, treasury, merchant, credit card, non-card lending, and digital solutions. Job expectations include providing end-to-end guidance and solutions to Small Business clients by taking a consultative approach and uncovering their life priorities to match them with appropriate solutions. **Responsibilities:** + Manages a portfolio of clients and leverages in-depth knowledge of clients business to uncover needs and deliver the appropriate solution + Collaborates with sales and support partners across the enterprise and brings in partners at the appropriate time to support a sales opportunity + Consults with Small Business clients to understand their business priorities and provide solutions that meet their needs + Provides excellent overall client satisfaction + Partners with credit, treasury, and Merrill product partners to ensure quality relationship assessment, prospect needs, and integrate design and execution of financial solutions + Builds meaningful relationships and partnerships + Executes on playbook strategies to achieve performance targets **Skills:** + Client Experience Branding + Client Management + Client Solutions Advisory + Customer and Client Focus + Pipeline Management + Credit Documentation Requirements + Financial Analysis + Oral Communications + Prioritization + Referral Management + Coaching + Interpret Relevant Laws, Rules, and Regulations + Risk Management + Written Communications **Required Qualifications:** + 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 + Proficient with Microsoft Office Products (Word, Excel, PowerPoint) **Desired Qualifications** : + Thorough knowledge of small business financial products and services + Experience advising business owners on complex credit / lending solutions + Familiarity with sales force automation (Salesforce.com/ACT and Interact) + 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Confirm your E-mail: Send Email