Small Business Banker - Plymouth, MA Area

Bank of America; Plymouth; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company is seeking a Small Business Banker in Plymouth, UK. In this role, you will provide comprehensive financial solutions to small businesses and manage relationships with high-value clients. Join a team focused on delivering exceptional client experiences and driving business growth through effective sales strategies and strong financial acumen.

Qualifications

• Proven success in consultative sales in financial services.
• Ability to analyze financial conditions and interpret financial statements.
• Strong communication and leadership skills.

Responsibilities

• Manage end-to-end client journey, delivering on client needs.
• Identify and refer specialized small business opportunities.
• Deliver a branded customer experience, spending 80% of time in the field.

Skills

Client Management

Financial Analysis

Sales Skills

Relationship Development

Risk Management

Education

Undergraduate degree in business, finance or economics preferred

Tools

CRM platforms

Job description

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Small Business Banker - Plymouth, MA Area, Plymouth

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Client:

Bank of America

Location:

Plymouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7d4207acd241

Job Views:

16

Posted:

17.06.2025

Expiry Date:

01.08.2025

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Job Description:

Description

:

Description

:
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

Responsibilities:

Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

Leverages 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

Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

Has 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

Is 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: Null

Shift:

1st shift (United States of America)

Hours Per Week:

40