Bank of America Small Business Client Manager in Tampa, Florida
The Small Business Client Manager (SBCM) is a member of a telephone-based relationship management team that is responsible for retaining a small business banking portfolio, expanding relationships and generating additional revenue from existing clients. The role is responsible for managing a client portfolio (averages 250-450 clients) comprised of treasury management and/or credit clients to ensure sales, revenue, and retention goals are met. The Small Business Client Manager (SBCM) will have the ability to forge relationships with the appropriate decision makers within the client company. Additionally, the Small Business Client Manager (SBCM) analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and longer-term personal and business needs.
The Small Business Client Management group serves companies and institutions with annual revenues from $500k to $5 million. This position will leverage the power of our company to provide comprehensive financial solutions to our clients.
The Small Business Client Manager (SBCM) is the "quarterback" of the client team. This involves coordinating client involvement by the team's specialists in credit, treasury, merchant and personal products. To effectively perform this role, the SBCM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. This role does not require local market prospecting but does require a winning telephonic personality because duties are performed from the specified Small Business Client Management site.
Required Skills and Experience:
Fundamental knowledge in Business Banking credit, deposit and treasury products
Fundamental knowledge in commercial credit
Strong sense of pride and ownership for growing, managing and retaining clients
Excellent phone skills and experience with phone based sales (preferred)
Excellent sales process skills: Call preparation, execution, follow up
Consultative sales experience (advisory vs. product sales)
Can handle fast paced /high volume environment
Ability to multitask and handle multiple bank systems/platforms simultaneously; Interact, Navigator, Salesforce, GUSSales experience in the financial industry
3 plus years client facing experience
Strong time management and organizational skills
Strong written and verbal communications skills
Strong judgment and problem solving skills
Desired Skills and Experience:
3-5 years Small Business experience; Commercial credit and treasury/ cash management background; excellent sales process skills: Call preparation, execution and follow-up
2-5 years of business banking experience and treasury management experience strongly preferred
Bachelor's degree in Business Administration or Finance
Commercial Credit or Treasury/Cash Management background
Understanding of how Bank of America core systems work (credit, deposits and treasury)
Advanced MS Office abilities
Negotiation and sales training
Posting Date : 05/11/2018
Tampa, FL, CENTURY PARK, 1000 Century Park Dr,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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