Bank of America
Small Business Banker - Baileys Crossing, VA Area
Baileys Crossroads · Full-time · Posted Aug 19, 2024
- Education
- Undergraduate degree in business, finance, or economics preferred, or seven years relevant work experience.
About the job
Provides financial solutions to small businesses with annual revenues up to $5 million, manages client relationships, and develops new sales opportunities.
What you'll do
- Manage client relationships and sales opportunities while mitigating risk; open core small business accounts.
- Prospect and network to acquire clients, conduct relationship reviews, and refer specialized solutions.
- Advise business owners using credit knowledge and financial analysis; partner with bank teams to grow the Small Business segment.
What they ask for
- Proven success in consultative sales in financial services or business-to-business sales.
- Ability to interpret financial statements and cash flow, analyze client financial conditions, and recommend ways to improve business outcomes.
- Demonstrated management of a client portfolio focused on relationship development and deepening.
- Thorough knowledge of small business financial products and services; familiarity with CRM platforms and banking systems.
Nice to have
- Community leadership.
- Strong computer skills and ability to multitask in a demanding environment.
Tools
CRM platforms
Model-written summary · the original posting is authoritative