What are the responsibilities and job description for the Small Business Solutions Advisor position at Bank of America?
Job Description:
The Small Business Solutions Advisor will support the Small Business Bankers (SBBs) and be responsible for building relationship management expertise and coaching SBBs on how to meet client needs and solutions and deliver a consistent level of credit and treasury performance. This role will be focused primarily on credit sales and coaching, skill & knowledge development, providing support on specific credit transactions (product right fit, etc) and performance improvement for SBBs. The individual(s) in this role will need to coach SBBs on how to understand the customer's credit & treasury needs and help them recommend solutions, leading to deeper overall relationship and client satisfaction. The Solutions Advisor will be a catalyst for credit growth and partner with teams on driving initiatives & performance. The Solutions Advisor will work with the Sales Performance Exec, SBB Sales Performance Manager, and SBBMs to confirm top priorities/market focus and to focus efforts on the highest opportunity areas and SBBs. He/She will help onboard new SBBs to ensure early investment and quick adoption, improve the understanding of credit & treasury and drive sales of those products in their region.
• Small Business acumen desired (strategy, operations, sales model and product knowledge)
• Demonstrated associate coaching and development success
• Root cause analysis and action planning
• Pipeline development and management
• Mid-level MS Excel, MS PowerPoint, and WebEx experience
• Virtual and in-person presentation experience
Required skills:
- 3-5 years of proven consultative sales experience in financial services, business to business sales, or small business banking
- Ability to operate in a phone based sales environment
- Proven track record of enhancing existing client relationships and meeting or exceeding sales goals
- Proven sales skills and client management experience
- Must be able to assess and analyze financial conditions of clients and industry trends
- Ability to understand and interpret financial statements and cash flow analysis
- Must have excellent verbal and written communication skills and demonstrated leadership ability
- Capable of partnering and negotiating with team of bank associates to solve client issues
- Undergraduate degree in business, finance or economics preferred OR minimum 5 yrs. relevant work experience
- Proficient with Microsoft Office Products (Word, Excel, PowerPoint)
- Ability to effectively communicate, coach and influence other SB associates including frontline managers
Desired skills:
- Demonstrated management of an extensive client portfolio with annual revenues of $500k-$5 million
- Thorough knowledge of small business financial products and services
- 5 years of business experience
- Experience advising business owners on complex credit / lending solutions
- Familiarity with sales force automation (Salesforce.com/ACT and Interact)
- Ability to demonstrate examples of improving specific busin
Shift:
1st shift (United States of America)Hours Per Week:
40
