Small Business Consultant
CurrentI work as a Small Business Consultant specializing in commercial lending and cash flow analysis. I work with a portfolio of clients up to 5M in annual sales. It’s my job to learn the financial priorities for the business and recommend financial solutions. I am accountable for prospecting and acquiring new priority small businesses, as well as retaining and deepening existing relationships. A significant portion of the my time is dedicated towards new acquisition activities. I also analyze the… Show more I work as a Small Business Consultant specializing in commercial lending and cash flow analysis. I work with a portfolio of clients up to 5M in annual sales. It’s my job to learn the financial priorities for the business and recommend financial solutions. I am accountable for prospecting and acquiring new priority small businesses, as well as retaining and deepening existing relationships. A significant portion of the my time is dedicated towards new acquisition activities. I also analyze the client's financial condition and recommends financial solutions to best meet the client's business and personal needs. Daily Responsibilities • Prospect, cold call, network and develop new business opportunities within a specific territory.• Be well versed in all Bank of America / Merrill Lynch products and services to ensure relationship building opportunities• Be the face of Bank of America in the community• Track changing business trends that impact the small business segment and translate those trends into business opportunities Show less