Small Business Financial Solutions Specialist
2 mesi fa
About the Role:
This position is responsible for delivering comprehensive financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record in consultative sales and be passionate about outside sales and prospecting.
Key Responsibilities:
- Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
- Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews.
- Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.
- Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
- Leverage 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.
- Support execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment.
- Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture.
Required Qualifications:
- 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.
- 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 systems.
Desired 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 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.
Work Schedule:
1st shift (United States of America)
Hours Per Week:
40
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