Senior Small Business Financial Advisor

5 giorni fa


Venezia, Veneto, Italia Bank of America A tempo pieno

Job Overview:


This is a challenging role that requires strong communication and interpersonal skills, as well as the ability to understand financial statements and industry trends. The ideal candidate will have a proven track record of success in consultative sales in financial services or business-to-business sales.



About the Role:


The Senior Small Business Financial Advisor will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. This includes 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.



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
  • Delve deep into credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverage knowledge of financial analysis to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
  • Sustain 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


Requirements:



  • Proven success in consultative sales in financial services or business-to-business sales
  • Able 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
  • 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


Benefits:



  • $80,000 - $120,000 per year
  • Opportunities for career growth and professional development
  • Comprehensive benefits package including health insurance, 401(k) matching, and paid time off


Shift: 1st shift (United States of America)

Hours Per Week: 40



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