1+ months

Small Business Banker - San Francisco, CA.

San Francisco, CA 94103
Small Business Banker - San Francisco, CA.

San Francisco, California

**Job Description:**

At Bank of America, we handle the finances of over 67 million client relationships every day, including how to help them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, well count on you to care for, advise and guide our small business clients when they need us most whether theyre just starting out, expanding, or managing the dayto-day. Were looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. Youll be empowered to deliver the full spectrum of business and personal financial solutions to meet our clients needs and help make their financial lives better.

As part of the Bank of America team, Small Business Bankers have access to industry-leading products and services, award-winning platforms and client education all designed to meet the unique priorities of our clients. As a Small Business Banker, youll spend your time as a sales representative, focused on developing and maintaining profitable lending and deposit relationships with both new and existing small business clients. Your role will be to build and deepen small business relationships, actively connect with clients and execute consistent follow-up routines to meet their needs. Youll consult with clients and prospects to understand both their business and life priorities, while working with various channel partners as part of one team that delivers exceptional client care focused on all aspects of the clients needs.

From day one, youll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, youll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles with unlimited opportunity to grow throughout the company. Youll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients.

Well help you

Get training and one-on-one coaching from managers who are invested in your success. Youll enroll in The Academy to develop as a banker.

Build a quality external network of business relationships within your small business banking community.

Leverage the power of our company by working closely with internal partners to deliver an integrated and seamless Bank of America experience for clients.

Provide end-to-end comprehensive guidance and solutions to small business clients by uncovering their life priorities and matching them with financial solutions.

Deliver client presentations with confidence, including in-depth credit analysis to recommend appropriate credit option strategies to help small business clients achieve their goals.

Stay abreast of changing business trends that impact the small business segment and translate those trends into business opportunities.

As a Small Business Banker, you can look forward to

Unlimited potential for financial growth and incentive awards for meeting goals.

Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. Youll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors.

Robust marketing support to reach wider audiences with greater appeal.

Ongoing professional development to deepen your skills as the industry evolves and changes.

Providing small business related guidance to financial center associates through huddles and team meetings.

Were a culture that

Believes in responsible growth and has a proven dedication to supporting the communities we serve.

Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills:

Has proven success in consultative outside sales in financial services, business to business sales, or small business banking.

Is passionate about outside sales and enjoys spending time prospecting.

Wants to enhance existing relationships and exceed sales goals.

Is able to 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.

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.

Community leadership.

Familiarity with sales force automation (Salesforce.com/ACT).

Strong computer skills with an ability to multitask in a demanding environment.

Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers.

Undergraduate degree in business, finance or economics preferred or seven years relevant work experience.


1st shift (United States of America)

**Hours Per Week:**


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:


  • Banking / Finance
Posted: 2021-03-22 Expires: 2021-05-26

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Small Business Banker - San Francisco, CA.

Bank of America
San Francisco, CA 94103

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