Financial Services Consultant

2 months ago

Plymouth, Plymouth, United Kingdom Bank of America Full time

About the Role:

This position is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. The ideal candidate will have a proven track record in consultative sales and be able to demonstrate examples of improving specific businesses' financial outcomes by interpreting financial statements and recommending specific levers.

Key Responsibilities:

  • Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
  • Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews.
  • Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.
  • Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
  • Leverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals.
  • Support execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment.
  • Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture.

Required Qualifications:

  • Proven success in consultative sales in financial services or in business-to-business sales.
  • Ability to demonstrate examples of improving specific businesses' financial outcomes by interpreting financial statements and recommending specific levers.
  • Passionate about outside sales and enjoys spending time prospecting.
  • Wants to enhance existing relationships and exceed sales goals.
  • Can 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.
  • Demonstrated management of a client portfolio with focus on relationship development and deepening.
  • Thorough knowledge of small business financial products and services.
  • Familiarity with CRM platforms and other banking systems.

Desired Qualifications:

  • Community leadership.
  • Strong computer skills with an ability to multitask in a demanding environment.
  • Undergraduate degree in business, finance, or economics preferred or seven years relevant work experience.

Skills:

  • Client Experience Branding.
  • Client Management.
  • Client Solutions Advisory.
  • Customer and Client Focus.
  • Pipeline Management.
  • Credit Documentation Requirements.
  • Financial Analysis.
  • Oral Communications.
  • Prioritization.
  • Written Communications.
  • Coaching.
  • Interpret Relevant Laws, Rules, and Regulations.
  • Prospecting.
  • Risk Management.

Minimum Education Requirement: None

Shift: 1st shift (United States of America)

Hours Per Week: 40

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