Small Business Banker Manager- SBC Team- San Jose- Silicon Valley- Bay Area
San Jose, California;Sunnyvale, California; Walnut Creek, California; Fremont, California; Cupertino, California; Oakland, California; Palo Alto, California; Berkeley, California; Santa Clara, California
Job Description:
The Small Business Banker Manager is accountable for the execution of the sales delivery model to achieve targeted performance and growth of the Bank of America Small Business segment. Directly manages a team of Small Business Bankers (SBB), who provide comprehensive financial solutions to small businesses with annual revenues from $500K up to $5 million, and/or manage a team of Small Business Consultants (SBCs), who are the primary point of contact for small business customers that walk into the financial center. Majority of their time will be spent working in the field with SBBs and in the Financial Centers with SBC meeting with clients and coaching associates. Partners with the Financial Center, Small Business Client Management, Customer Contact Center, Merchant, Business Banking and other leadership to deliver an integrated and seamless Bank of America experience for these clients. Implements sales management routines to acquire new small business relationships and to deepen and retain existing small business clients to enable team success. Actively coaches SBB and/or SBC to drive aggressive goals. This leader will report to a Small Business Sales Divisional Executive.
Key Responsibilities for SBBM-(SBB):
• Directly manages a team of Small Business Bankers (SBB), who provide comprehensive financial solutions to small businesses with annual revenues from $500k up to $5 million
• Majority of their time will be spent working in the field with SBBs meeting with clients and coaching associates.
• Partners with the Financial Center, Small Business Client Management, Customer Contact Center, Merchant, Business Banking and other leadership to deliver an integrated and seamless Bank of America experience for these clients.
• Implements sales management routines to acquire new small business relationships and to deepen and retain existing small business clients to enable team success.
• Actively coaches SBB to drive aggressive goals.
• This leader will report to a Small Business Sales Divisional Executive
Key Responsibilities for SBBM-(SBC):
• Directly manages a team of Small Business Consultants (SBC)
• The SBC team is the primary point of contact within a financial center for walk-in small business customers with annual revenues from $250K up to $5 million
• Majority of their time will be spent working in the field with SBCs, meeting with clients and coaching associates
• The team will be the resident experts for Small Business products, services and strategies
• Implements sales management routines to acquire, deepen and retain small business client, including uncovering the small business customer’s personal banking needs
• Actively coaches SBCs to drive aggressive goals
Required skills:
-3-5 years of successful management and leadership experience in leading a sales team in either financial services or business to business sales where there is significant focus on client/relationship management
-3 years of proven success in consistently meeting or exceeding sales goals; models high ethical standards
-Strong coaching skills and proven track record of effective pipeline management
-Crisp communication and presentation skills, demonstrated confidence in tailoring messages horizontally and vertically in the organization
-executive presence
-Fosters collaborative partnerships that deliver value for customers, partners and the organization; strong influencing and conflict resolution skills
-Proven business acumen by working with Small Businesses to provide solutions and services to fit their financial needs (credit, treasury, cash management and/or other banking services)
-Experience working within the community to build and deepen relationships with community leaders; while cultivating and fostering an environment amongst the team to mirror like behaviors and involvement within the community
-Will require weekly market travel and some overnight travel monthly
Desired skills:
-5-10 years of sales management and leadership experience in leading an outside sales team focused on business development in financial services
-3-5 years of proven outside sales experience in either financial services or business to business sales
-Ability to demonstrate examples of leading, motivating and developing a team in a services focused environment
-Proven customer satisfaction track record
-Experience owning or working with Small Business owners
-Formal Credit/Lending Training
Job Band:
H4
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
The Small Business Banker Manager is accountable for the execution of the sales delivery model to achieve targeted performance and growth of the Bank of America Small Business segment. Directly manages a team of Small Business Bankers (SBB), who provide comprehensive financial solutions to small businesses with annual revenues from $500K up to $5 million, and/or manage a team of Small Business Consultants (SBCs), who are the primary point of contact for small business customers that walk into the financial center. Majority of their time will be spent working in the field with SBBs and in the Financial Centers with SBC meeting with clients and coaching associates. Partners with the Financial Center, Small Business Client Management, Customer Contact Center, Merchant, Business Banking and other leadership to deliver an integrated and seamless Bank of America experience for these clients. Implements sales management routines to acquire new small business relationships and to deepen and retain existing small business clients to enable team success. Actively coaches SBB and/or SBC to drive aggressive goals. This leader will report to a Small Business Sales Divisional Executive.
Key Responsibilities for SBBM-(SBB):
• Directly manages a team of Small Business Bankers (SBB), who provide comprehensive financial solutions to small businesses with annual revenues from $500k up to $5 million
• Majority of their time will be spent working in the field with SBBs meeting with clients and coaching associates.
• Partners with the Financial Center, Small Business Client Management, Customer Contact Center, Merchant, Business Banking and other leadership to deliver an integrated and seamless Bank of America experience for these clients.
• Implements sales management routines to acquire new small business relationships and to deepen and retain existing small business clients to enable team success.
• Actively coaches SBB to drive aggressive goals.
• This leader will report to a Small Business Sales Divisional Executive
Key Responsibilities for SBBM-(SBC):
• Directly manages a team of Small Business Consultants (SBC)
• The SBC team is the primary point of contact within a financial center for walk-in small business customers with annual revenues from $250K up to $5 million
• Majority of their time will be spent working in the field with SBCs, meeting with clients and coaching associates
• The team will be the resident experts for Small Business products, services and strategies
• Implements sales management routines to acquire, deepen and retain small business client, including uncovering the small business customer’s personal banking needs
• Actively coaches SBCs to drive aggressive goals
Required skills:
-3-5 years of successful management and leadership experience in leading a sales team in either financial services or business to business sales where there is significant focus on client/relationship management
-3 years of proven success in consistently meeting or exceeding sales goals; models high ethical standards
-Strong coaching skills and proven track record of effective pipeline management
-Crisp communication and presentation skills, demonstrated confidence in tailoring messages horizontally and vertically in the organization
-executive presence
-Fosters collaborative partnerships that deliver value for customers, partners and the organization; strong influencing and conflict resolution skills
-Proven business acumen by working with Small Businesses to provide solutions and services to fit their financial needs (credit, treasury, cash management and/or other banking services)
-Experience working within the community to build and deepen relationships with community leaders; while cultivating and fostering an environment amongst the team to mirror like behaviors and involvement within the community
-Will require weekly market travel and some overnight travel monthly
Desired skills:
-5-10 years of sales management and leadership experience in leading an outside sales team focused on business development in financial services
-3-5 years of proven outside sales experience in either financial services or business to business sales
-Ability to demonstrate examples of leading, motivating and developing a team in a services focused environment
-Proven customer satisfaction track record
-Experience owning or working with Small Business owners
-Formal Credit/Lending Training
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
Full time
JR-22045067
Band: H4
Manages People: Yes
Travel: Yes, 50% of the time
Manager:
Talent Acquisition Contact:
Cherish Holland
Referral Bonus:
0
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the “EEO is the Law” poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the “EEO is the Law” Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .
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