Small Business Client Manager I

Job description

Job description

Job Description:

Responsible for managing a portfolio of clients who need traditional financial services and occasionally customized products to meet their financial needs. Developing the analytical skills and knowledge of credit policies, operations, products, and services required to lead the client management team in providing clients products and/or services to meet their financial needs. Relies on others to assist in analyzing the client's financial and operating strategies in order to recommend alternative or additional financial services to best meet immediate and future needs. Responsible for prospecting and generating new business, focusing on enhancing existing relationships, and identifying opportunities for uptiering.

The Bank of America Small Business/Small Business Client Management Segment is seeking a Client Manager.  The Small Business Banking group serves companies and institutions with annual revenues from $1 million 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 is a member of a relationship based management team that is responsible for retaining a 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 SB CM will have the ability to forge relationships with the appropriate decision makers within the client company.  Additionally, the Small Business Client Manager 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 Manager is the "quarterback" of the client team.  This involves coordinating client involvement by the team's specialists in credit and payments. 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 SB site.

·  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
- 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 in Business Administration or Finance
- Commercial Credit or Treasury/Cash Management background
- Understanding of how BAC core systems work (credit, deposits and treasury)
- Creditfundamentals/analysisskills
- Advanced MS Office abilities
- Negotiation and sales training

Desired profile

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
- 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 in Business Administration or Finance
- Commercial Credit or Treasury/Cash Management background
- Understanding of how BAC core systems work (credit, deposits and treasury)
- Creditfundamentals/analysisskills
- Advanced MS Office abilities
- Negotiation and sales training