10 days old

Small Business Consultant- Lowell Stairway Plaza Financial Center - Lowell, MA

Lowell, MA 01850
Small Business Consultant- Lowell Stairway Plaza Financial Center - Lowell, MA



Lowell, 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:**



Youll 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:**



Youll 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-21033738



Band: H6



Manages People: No



Travel: Yes, 5% of the time



Manager:



Talent Acquisition Contact:



Kristen Perry



Referral Bonus:



1000

Industry

  • Banking / Finance
Posted: 2021-06-08 Expires: 2021-07-18

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 Consultant- Lowell Stairway Plaza Financial Center - Lowell, MA

Bank of America
Lowell, MA 01850

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