Bank of America Small Business Consultant- Walnut Creek, CA in Walnut Creek, California
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.
-Minimum of 3 years demonstrated sales experience OR minimum of 2 year sales experience as a sales representative to small businesses
Strong business acumen and professional presence / communication skills
Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution
Proven sales track record
Ability to build productive partnerships and working relationships
Experience with outbound phone sales
Experience with financial information, spreadsheets, and financial skills
Experience working with Small Business Clients
Working knowledge of small business products and services
Posting Date : 03/12/2018
Walnut Creek, CA, WALNUT CREEK MAIN OFFICE, 1330 N Main St,
- United States
Travel : Yes, 5% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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