Senior Small Business Financial Advisor
5 giorni fa
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
-
Venezia, Veneto, Italia Bank of America A tempo pienoAbout the Role:This position is responsible for providing 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...
-
Small Business Financial Solutions Specialist
4 giorni fa
Venezia, Veneto, Italia Bank of America A tempo pienoAbout the RoleWe are seeking a highly motivated and experienced Small Business Financial Solutions Specialist to join our team at Bank of America. As a key member of our sales team, you will be responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million.Job ExpectationsServicing existing client...
-
Small Business Financial Solutions Specialist
2 settimane fa
Venezia, Veneto, Italia Bank of America A tempo pienoAt Bank of America, we are seeking a highly motivated and experienced Small Business Financial Solutions Specialist to join our team. This role 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...
-
Senior Financial Operations Specialist
4 settimane fa
Venezia, Veneto, Italia Belmond A tempo pienoFinancial Operations and Compliance RoleWe are seeking a highly skilled Senior Financial Operations Specialist to join our team at Belmond. As a key member of our financial operations team, you will be responsible for ensuring the smooth financial operation of our luxury train. Your attention to detail and analytical skills will be crucial in upholding the...
-
Senior Financial Director
4 settimane fa
Venezia, Veneto, Italia Belmond A tempo pienoAs a key member of the Belmond team, you will be responsible for overseeing all financial aspects of the hotel, ensuring compliance with local regulations and Belmond policies. Your expertise will be essential in providing financial support to the General Manager, ensuring the hotel's financial performance meets the company's expectations.Key...
-
SAINT LAURENT Senior Client Advisor
2 settimane fa
Venezia, Veneto, Italia SL Luxury Retail S.r.l. A tempo pienoAbout the RoleWe are seeking a skilled Senior Client Advisor to join our team at SAINT LAURENT.Key ResponsibilitiesProvide exceptional client service and support to ensure a unique and memorable experience for all clients.Build and maintain strong relationships with clients, identifying their needs and anticipating their future requests.Contribute to the...
-
SAINT LAURENT Senior Client Advisor
4 settimane fa
Venezia, Veneto, Italia SL Luxury Retail S.r.l. A tempo pienoJob DescriptionAs a Senior Client Advisor at SL Luxury Retail S.r.l., you will play a crucial role in delivering exceptional client experiences and driving sales growth. Your primary responsibility will be to provide personalized service to clients, understanding their needs and preferences to create memorable and sophisticated experiences.Key...
-
Senior Client Advisor
3 settimane fa
Venezia, Veneto, Italia SL Luxury Retail S.r.l. A tempo pienoJob SummaryWe are seeking a highly skilled Senior Client Advisor to join our team at SL Luxury Retail S.r.l. As a key member of our sales team, you will be responsible for providing exceptional customer service and driving sales growth.Key ResponsibilitiesProvide personalized service to clients, identifying their needs and preferences to create a unique and...
-
SAINT LAURENT Senior Client Advisor
4 settimane fa
Venezia, Veneto, Italia SL Luxury Retail S.r.l. A tempo pienoJob OverviewWe are seeking a Senior Client Advisor to join our team at SL Luxury Retail S.r.l. This role is responsible for providing exceptional client service and contributing to the store's sales and key indicators achievement.Key ResponsibilitiesProvide outstanding client and after-sale service to all visitors and clients.Show passion in connecting and...
-
Financial Director
4 settimane fa
Venezia, Veneto, Italia Belmond A tempo pienoFinancial ControllerBelmond is seeking a highly skilled Financial Controller to oversee financial controls and procedures for the Hotel. The ideal candidate will have a strong background in accounting and finance, with experience in hospitality or luxury hotels.Key Responsibilities:Oversee all sales, purchasing, salaries, and expensesImplement and review...
-
Financial Center Manager
2 settimane fa
Venezia, Veneto, Italia Bank of America A tempo pienoAbout the Role:This position plays a vital role in managing a financial center, overseeing its daily operations, and fostering a team environment. Key responsibilities include operating as a business owner, instilling a client-centric culture, and helping clients achieve their financial goals.Key Responsibilities:Talent Development: Develops talent by...
-
Beauty Advisor
4 settimane fa
Venezia, Veneto, Italia Estée Lauder Companies A tempo pienoBeauty Advisor @ Estée Lauder CompaniesAs a key member of our sales team, you will provide exceptional customer service and sales support to drive business results. With a passion for beauty and a focus on delivering outstanding customer experiences, you will be responsible for meeting sales targets and contributing to a positive store environment.You will...
-
Financial Center Director
2 settimane fa
Venezia, Veneto, Italia Bank of America A tempo pienoJob SummaryThis role is responsible for overseeing daily operations at a financial center and guiding employees to achieve business goals. Key responsibilities include:Developing talent by actively sourcing and coaching candidatesManaging client interactions and fostering client retentionDriving business results through direct management and coachingCreating...
-
Financial Center Director
3 settimane fa
Venezia, Veneto, Italia Bank of America A tempo pienoFinancial Center Manager Job DescriptionThis position is responsible for overseeing the day-to-day operations of a financial center, including managing employees and ensuring operational excellence.Key Responsibilities:Develop and implement strategies to improve client satisfaction and retention.Manage client traffic and engage clients to foster a positive...
-
SAINT LAURENT Client Advisor
4 settimane fa
Venezia, Veneto, Italia SL Luxury Retail S.r.l. A tempo pienoJob SummaryWe are seeking a highly skilled Client Advisor to join our team at SAINT LAURENT. As a Client Advisor, you will be responsible for providing exceptional customer service and creating a memorable experience for our clients.Key ResponsibilitiesProvide outstanding client service and support to all visitors and clientsShow passion in connecting and...
-
Financial Center Director
4 settimane fa
Venezia, Veneto, Italia Bank of America A tempo pienoJob Summary:This role is responsible for overseeing the daily operations of a financial center and its employees. Key responsibilities include managing the center as a business owner, fostering a team environment, and instilling a client-centric and risk culture. The ideal candidate will have strong leadership skills, be able to manage client traffic, and...
-
Financial Center Director
4 settimane fa
Venezia, Veneto, Italia Bank of America A tempo pienoJob Summary:This role is responsible for overseeing the daily operations of a financial center and its employees. Key responsibilities include managing the center as a business owner, fostering a team environment, and instilling a client-centric and risk culture. The ideal candidate will have experience in leadership, customer service, and risk...
-
Business Development Officer
4 settimane fa
Venezia, Veneto, Italia UPS A tempo pienoJob DescriptionWe're seeking a highly qualified sales professional to join our team as a Business Development Officer. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with key decision-makers, and developing strategies to drive growth and revenue.Key...
-
Business Development Officer
4 settimane fa
Venezia, Veneto, Italia UPS A tempo pienoJob OverviewWe're seeking a highly skilled sales professional to join our team as a Business Development Officer. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with existing clients, and driving revenue growth.Key ResponsibilitiesConduct prospecting meetings to...
-
Business Development Officer
4 settimane fa
Venezia, Veneto, Italia UPS A tempo pienoJob DescriptionWe're looking for a sales professional who's driven by innovation and change. The ideal candidate will have a positive attitude and be able to spot opportunities to grow the business.Key responsibilities include:Building a pipeline of prospective customersCreating account strategies to guarantee long-term business growthConducting prospecting...