Enterprise Small Business Banker
Company: Disability Solutions
Location: Phoenix
Posted on: October 23, 2024
Job Description:
Job Description:Job Summary:This job is responsible for working
with Small Business clients to grow and deepen both new and
existing relationships over the phone. Key responsibilities include
working with clients with revenues up to $5 million and delivering
the entire suite of Small Business solutions including deposit,
payroll, treasury, merchant, credit card, non-card lending, and
digital solutions. Job expectations include providing end-to-end
guidance and solutions to Small Business clients by taking a
consultative approach and uncovering their life priorities to match
them with appropriate solutions.Responsibilities:
- Manages a portfolio of clients and leverages in-depth knowledge
of clients business to uncover needs and deliver the appropriate
solution
- Collaborates with sales and support partners across the
enterprise and brings in partners at the appropriate time to
support a sales opportunity
- Consults with Small Business clients to understand their
business priorities and provide solutions that meet their
needs
- Provides excellent overall client satisfaction
- Partners with credit, treasury, and Merrill product partners to
ensure quality relationship assessment, prospect needs, and
integrate design and execution of financial solutions
- Builds meaningful relationships and partnerships
- Executes on playbook strategies to achieve performance
targetsSkills:
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Referral Management
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Risk Management
- Written CommunicationsRequired Qualifications:
- 3-5 years of proven consultative sales experience in financial
services, business to business sales, or small business
banking
- Ability to operate in a phone based sales environment
- Proven track record of enhancing existing client relationships
and meeting or exceeding sales goals
- Proven sales skills and client management experience
- Must be able to assess and analyze financial conditions of
clients and industry trends
- Ability to understand and interpret financial statements and
cash flow analysis
- Must have excellent verbal and written communication skills and
demonstrated leadership ability
- Capable of partnering and negotiating with team of bank
associates to solve client issues
- Proficient with Microsoft Office Products (Word, Excel,
PowerPoint)Desired Qualifications:
- Thorough knowledge of small business financial products and
services
- Experience advising business owners on complex credit / lending
solutions
- Familiarity with sales force automation (Salesforce.com/ACT and
Interact)
- Ability to demonstrate examples of improving specific
businesses financial outcomes by interpreting financial statements
and recommending specific levers Shift:1st shift (United States of
America)Hours Per Week: 40
Keywords: Disability Solutions, Gilbert , Enterprise Small Business Banker, Other , Phoenix, Arizona
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