Small Business Banker - Mount Pleasant, SC Area
Company: Disability Solutions
Location: Mount Pleasant
Posted on: February 1, 2025
Job Description:
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 is core to how we drive
Responsible Growth. This includes our commitment to being a diverse
and inclusive workplace, attracting and developing exceptional
talent, supporting our teammates' physical, emotional, and
financial wellness, recognizing and rewarding performance, and how
we make an impact in the communities we serve.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
small businesses with annual revenues up to $5 million while
actively managing and deepening relationships with high value and
opportunity clients. Key responsibilities include supporting growth
of the profitability of the small business 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 small 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
cultureRequired Qualifications:
- Has proven success in consultative sales in financial services
or in business-to-business sales
- Ability to demonstrate examples of improving specific
businesses financial outcomes by interpreting financial statements
and recommending specific levers
- Is passionate about outside sales and enjoys spending time
prospecting
- Wants 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 systemsDesired
Qualifications:
- Community leadership
- Strong computer skills with an ability to multitask in a
demanding environment
- Undergraduate degree in business, finance or economics
preferred or seven years relevant work experienceSkills:
- 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 ManagementShift:1st shift (United States of America)Hours
Per Week: 40
Keywords: Disability Solutions, Mount Pleasant , Small Business Banker - Mount Pleasant, SC Area, Accounting, Auditing , Mount Pleasant, South Carolina
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