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Bank of America Small Business Consultant- Davis Square Financial Center- Somerville, MA in Somerville, Massachusetts

Small Business Consultant- Davis Square Financial Center- Somerville, MA

Somerville, Massachusetts

Job Description:

The Small Business Consultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. The SBC will spend the majority of their time uncovering the sales and service needs of small business clients, including their personal banking needs, by leveraging defined sales processes and tools. The SBC is expected to acquire and deepen existing relationships through face to face meetings, at either the financial center or business owners place of business. Additionally, the SBC will proactively connect with our small business clients through outbound calls, and execute consistent follow-up routines to meet their needs. The SBC will participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank. The SBC will provide small business related guidance to financial center associates through huddles and team meetings. Additionally, the SBC must have the ability to effectively balance sales performance, operational risk, and client relationship care.

Required skills: "Must" have these skills to be minimally qualified

• Has demonstrated experience and proven success with business to business sales, or small business banking.

• Has strong communication skills with the ability to effectively influence clients.

• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.

• Has a proven sales track record.

• Is able to build productive partnerships and working relationships.

• Is experienced with outbound phone sales.

Desired skills:

You’ll be better prepared if you have

• Experience with financial information, spreadsheets and financial skill

• Experience with in person customer service and sales.

• Experience working with small business clients.

• Experience meeting or exceeding goals.

• A working knowledge of small business products and services.

Job Band:

H6

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

1000

Job Description:

The Small Business Consultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions. The SBC will spend the majority of their time uncovering the sales and service needs of small business clients, including their personal banking needs, by leveraging defined sales processes and tools. The SBC is expected to acquire and deepen existing relationships through face to face meetings, at either the financial center or business owners place of business. Additionally, the SBC will proactively connect with our small business clients through outbound calls, and execute consistent follow-up routines to meet their needs. The SBC will participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank. The SBC will provide small business related guidance to financial center associates through huddles and team meetings. Additionally, the SBC must have the ability to effectively balance sales performance, operational risk, and client relationship care.

Required skills: "Must" have these skills to be minimally qualified

• Has demonstrated experience and proven success with business to business sales, or small business banking.

• Has strong communication skills with the ability to effectively influence clients.

• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.

• Has a proven sales track record.

• Is able to build productive partnerships and working relationships.

• Is experienced with outbound phone sales.

Desired skills:

You’ll be better prepared if you have

• Experience with financial information, spreadsheets and financial skill

• Experience with in person customer service and sales.

• Experience working with small business clients.

• Experience meeting or exceeding goals.

• A working knowledge of small business products and services.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-21065759

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

1000

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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