16 days old

Small Business Consultant - San Jose area

Bank of America
San Jose, CA
  • Job Code
Company Bank of America

Job Title Small Business Consultant - San Jose area

Jobid bankofamerica-18032756SANJOSECA

Location: SAN JOSE, CA, 95115, USA

Description **Job Description:**

Located in a financial center, senior personal bankers (PBs) and personal bankers are accountable for driving a strong customer-focused culture by consistently demonstrating behaviors and activities that support Bank of America values and commitments which leads to deepening and retaining customer relationships. Senior PB and PBs work with consumer customers and small business clients as their trusted financial consultant. They are the financial liaison to customers for building and retaining long-term relationships. They engage in daily relationship calling to preselected Bank of America or Merrill Edge customers inviting them into the financial center and assist in servicing customer needs. Primary Responsibilities Create a value-added experience for customers that leads to improved satisfaction and sales Identify customer deposit, credit, mortgage, saving and small business banking needs Recommend the best products, services and solutions for the customer/business Execute the core components/standards for successful behavior and processes related to consumer and small business clients, including building customer relationships and problem resolution Engage customers in conversations that directly align to their current and future financial needs and ensure customers feel understood, informed and confident in the outcome. Conversations include: Deposit and foundational banking needs, from convenient banking options to direct deposit Borrowing needs, from paying for the unexpected to determining how best to pay for major purchases Planning and savings needs, such as preparing for their retirement, children’s college education and growing their business Small business needs, such as loans to finance new/existing owner-occupied properties Comprehend products at a deeper level (benefits, features, pricing) to differentiate them from the competition and connect the value to customers Present advice, recommendations and offers that tie to customer needs and ensure the customer understands the features, benefits and fees of products/ services offered Open accounts, resolve problems and show customers how to access and manage their accounts to take full advantage of their Bank of America relationship Identify opportunities to introduce customers to specialists to discuss how the full breadth of our services and products can make their financial lives better Participate in monthly sales meetings, weekly partner connects and daily huddles Evaluate competing priorities; identify and execute those with the potential for the biggest impact on our customers Leverage performance metrics and sales reports to identify opportunities to meet performance expectations, increase sales interactions, drive revenue, grow balances and shift our mix of customers toward more high value relationships Keep up-to-date on business performance drivers, policies, trends and technology that affect customers, the financial center and the bank Take personal responsibility to address customers’ problems Be available to work weekends and/or extended hours as required to run the business Senior PBs/PBs are required to make it simple for customers to do business with us, make each connection convenient for the customer, build customer trust, and be an ambassador of Bank of America to customers and in the community resulting in helping make the financial lives of our customers better.

Required skills:

-Minimum of 3 years demonstrated sales experience OR minimum of 2 year sales experience as a sales representative to small businesses

- Strong business acumen and professional presence / communication skills

- Proven effective customer service skills with ability to manage the full customer end-to-end experience and problem resolution

- Proven sales track record

- Ability to build productive partnerships and working relationships

- Experience with outbound phone sales

Desired skills:

- Experience with financial information, spreadsheets, and financial skills

- Experience working with Small Business Clients

- Working knowledge of small business products and services

- Bilingual skills

**Posting Date** : 05/30/2018

**Location** :

SAN JOSE, CA, Brokaw Plaza BC, 1058 E BROKAW RD,

- United States

**Travel** : Yes, 5% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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Small Business Consultant - San Jose area

Bank of America
San Jose, CA

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Bank of America
San Jose, CA

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