Bank of America Small Business Client Manager in Pasadena, California

Job Description:

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 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.

SBCM Job Description

• 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 Bank of America Small Business segment is seeking a Client Manager. 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.

• 3-5 years Small Business experience; Commercial credit and treasury/ cash management background; Excellent sales process skills: Call preparation, execution and follow-up.

Required skills:

  • 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, GUS

  • Sales 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:

  • 2 to 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)

  • Credit fundamentals/analysis skills

  • Advanced MS Office abilities

  • Negotiation and sales training

Posting Date : 09/29/2017

Location :

Pasadena, CA, 101 S Marengo Ave (CA9702),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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