Small Business Resume Samples
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Small Business Resume Samples
The Guide To Resume Tailoring
Guide the recruiter to the conclusion that you are the best candidate for the small business job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.
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TJ
T Jakubowski
Tracy
Jakubowski
9961 Gussie Hill
Los Angeles
CA
+1 (555) 783 9816
9961 Gussie Hill
Los Angeles
CA
Phone
p
+1 (555) 783 9816
Experience
Experience
Phoenix, AZ
Small Business
Phoenix, AZ
Will, Kuphal and Homenick
Phoenix, AZ
Small Business
- Work closely and build plans with assigned Senior Managers to drive targeted performance for specific workgroups that will lead to improvement in sales metrics
- May provide guidance and assistance to other underwriters and to other functional areas, particularly when related to cross-sell opportunities
- Coordinate with social media team to actively manage engagement and distribution over social media networks
- Create job aids/ manager tool kits and content in partnership with cross functional teams
- Work with urgency and accuracy to assist the customer and present the best solution for both the business and the customer
- Maintain regular communication with Sales management regarding progress, performance to target and overall sales lift and funnel forecasting
- Ensure all Team Managers & Senior Managers are proficient in sales, coaching and facilitation
Houston, TX
Small Business Portfolio Mgr
Houston, TX
McDermott and Sons
Houston, TX
Small Business Portfolio Mgr
- Creates periodic reports for Senior Management
- Communicates regularly and effectively with front line Business Bankers, their Loan assistants, and Small Business customers
- Provides back up underwriting support for all credit cards and other applicants $50,000 and under
- Performs other duties as assigned
- Renders credit decisions on all renewals and modifications up to credit authority making recommendations for larger credits. Utilizes auto review, limited review or full review functions
- Manages the collection of data and the reporting function, to include various portfolio monitoring reporting mechanisms
- Works with Business Bankers & Special Assets in the collection of delinquent loans
present
New York, NY
Small Business Working Capital Solutions
New York, NY
Luettgen Inc
present
New York, NY
Small Business Working Capital Solutions
present
- Developing and contributing to concise communication materials for senior management
- Performing competitor/industry research leveraging both public and non-public sources
- Managing pilot budget and monitoring results of pilot based on performance, customer and field feedback and operational insights
- Develop expertise in a variety of functions and business areas
- Ensuring work aligns to the overall project objectives and JPMC strategic priorities
- Helping to manage partner engagement
- Preparing updates for senior management
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
West Virginia University
Bachelor’s Degree in Business
Skills
Skills
- Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review
- General knowledge and understanding of Bell Mobility products and services; specific, in-depth knowledge an asset
- Strong interpersonal, communication and negotiation skills. Ability to effectively interact with all levels of CNA's internal and external business partners
- Strong communication, negotiation and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners
- Strong grasp of MS Office and general PC proficiency
- Knowledge of Bell Mobility products, systems and processes an asset
- Highly competitive base pay plus uncapped commission!
- Great customer service skills
- Strong negotiation and selling skills
- Highly competitive base pay plus uncapped commission! Expected earnings of 100 000,00$
15 Small Business resume templates
Read our complete resume writing guides
1
Team Lead Small Business Resume Examples & Samples
- Achieve regional business sales targets (small and medium business) utilizing the points of deliveries and team members within your region
- Ensure regular coaching is provided to all employees to maximize productivity
- Drive the acquisition and retention of high value clients by ensuring the team executes on company selling and service standards
- At least two years of employee management experience
- Proven sales, coaching and training skills
- Previous experience with B2B selling a strong asset
- Customer focused with positive friendly approach demonstrating excellent interpersonal, communication and presentation skills
2
Regional Small Business Fsm-ca Resume Examples & Samples
- Ability to build and manage a field team of high performing Small Business Field Support Managers
- Support the initial and ongoing PB-SBS identification process and day-to-day operations of Small Business Banking within your Region
- Help the Consumer Regional Manager, Market Managers and National Sales drive a consistent and successful end-to-end execution of small business strategy within the region/markets
- Work closely with other field support teams (e.g., field ops, consumer wholesalers, sales training) to ensure end-to-end execution on all aspects of small business strategy (acquisition, deepening, audit/controls etc.)
- Provide guidance and support to your SB FSMs by regularly participating in PB-SBS workshops and field visits with their respective Consumer MM partners
- Ability to present and deliver presentations/workshops to large audiences
- Monitor key Small Business performance trends and appropriately provide transparency and feedback to Consumer Regional Manager on a regular basis
- Identify best practices and success stories, and raise potential issues/enhancements which require better execution
- Participate in Regional business reviews, calls and meetings (e.g. job family) as needed
- Act as a liaison for Business Banking partners ensuring consistent communication with Business Banking Regional and Market Managers
- Travel up to 75% based on market geography
3
Small Business Segment Leader Resume Examples & Samples
- Responsible for the overall functioning and performance of the $0 - $2 MM small business segment
- Develops and manages all program elements including determining the products and services offered in the program, delivery and sales force training requirements to deliver the program, customer outreach and marketing need to support the program,ongoingcustomer experience to retain customers in the program, and reporting and scorecards to measure program success
- Provide leadership and partnership to team that will execute on technology, role, sales program and sales process initiatives for the Retail line of business; create a feedback loop to ensure the ability for the Retail line of business tomakeadjustments as appropriate and, identify opportunities for and drive process improvement, efficiency and consistency
- Utilizing the EMPO's methodologies, provides regular updates to key stakeholders, Sponsors and Steering Committee to highlight key sales initiatives, progress and recommendations; gain alignment across senior leadership
- Constantly challenge current processes, understand and appreciate the needs for improvements from the Affiliates/Bancorp, and drive the successful integration of positive change across the Bancorp
- Maintain effective and cooperative relationships with internal customers, external customers and vendors
- Partners with Retail Delivery team to effectively facilitate implementation of sales initiatives in the Affiliates
- Develops the basic objectives, strategies, and plans of the market segment and programs that target that segment
- Owns revenue growth, acquisition and retention plans for segment
- Responsible for meeting market share and portfolio profitability commitments
- Develops and manages key sales metrics for segment
- Defines and maintains a 3 year strategic road map for the segment with clearly defined points of program delivery
- Must understand current and changing needs (trends, drivers, etc.) of market
- Partners with Retail Business Banking and Product Management to determine the total and available markets for the program and uses such information effectively through routine customer interface and industry research firms
- Assume additional responsibilities as required to meet business needs
4
Team Lead-small Business Loan Administration Resume Examples & Samples
- Solid knowledge and understanding of business unit’s key products and services, processes and controls
- Solid understanding of business unit’s risk and regulatory requirements
- Solid understanding of internal business partner’s business, services and organization
- Strong investigation skills
- Strong coaching, mentoring and training skills
5
Small Business Lines & Loan Senior CPO Resume Examples & Samples
- 7+ years of commercial lending credit experience
- Proficient with PC applications including Microsoft office (Excel and Word)
- 7+ years of solid experience in financial analysis, structuring, underwriting and portfolio management
- Prior people management experience
- Prior sales experience
6
Director of Small Business Resume Examples & Samples
- Master’s degree and minimum of 8-10 years experience in managing multiple projects simultaneously
- Ability to work effectively with senior management to develop and execute a strategy that supports the goals of the business
- Excellent relationship skills with the ability to develop strong partnerships across business functions and indirectly lead and gain consensus on process and control-related issues
- Excellence in leading change
- Clear ability to think and act strategically and creatively
- Experience establishing and meeting goals, tracking and driving optimization opportunities, and presenting progress of the same
- Strong knowledge of the firm’s LOBs, polices and initiatives
- Working knowledge of audit, risk and operational management concepts, with the ability to manage the impact of policy and procedural changes, identify and address potential problems
- Strong analytical and problem solving skills; sound judgment
- Strong decision-making skills combined with time management and project/program management/planning skills
- Experience and comfort with public speaking
- Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information
7
Small Business Loan Documentation Specialist Resume Examples & Samples
- Manage and monitor a complex portfolio of work representing a significant amount of risk
- Act as SME in an advisory capacity to senior managers and lead new work. Recommend business performance improvements
- Ensure authorizations and approvals are obtained in accordance with policies and controls
- Escalate all unresolved processing issues to the appropriate level, as per guidelines
- 3 to 5 years of business purpose/commercial documentation experience handling non-complex transactions
- Good knowledge of standard desktop applications used by the business unit
- Good knowledge and understanding of business unit’s key products and services, processes and controls
- Good understanding of business unit’s risk and regulatory requirements
- Good knowledge of departmental systems and applications
- Good understanding of internal business partner’s business, services and organization
- Good knowledge of area(s) of expertise and ability to perform business purpose lending activities, including but not limited to, order and review of required entity and collateral due diligence, preparation of loan documents, perfection of collateral and set-up of exception/ongoing monitoring requirements
- Accurate data entry skills
- Good decision-making skills
- Good prioritization and organization skills
- Good customer service and relationship management skills
- Ability to multi-task in a fast-paced environment
8
Small Business / Consumer Cards Specialist Resume Examples & Samples
- Manages day-to-day operations for specific products, including successful resolution of internal customer service issues
- Develops new products or product packages as a result of market analysis and product research
- Collaborates with management on the development of comprehensive business project plans including goals and objectives, development of marketing campaigns and tracking results of promotions
- Creates and reviews reports and data monthly to ensure product performance and accuracy of system data
- Analyzes the performance data of all products and presents findings to appropriate managers and staff
- Performs quality assurance on card related tasks including onboarding and high risk transactions
- Identifies and implements process improvements related to the consumer and business credit cards
- Works with vendor relationships associated with these products, including developing strong communication channels, overseeing vendor performance and reviewing income produced as well as billing and other costs to the bank
- Creates and maintains policies and procedures for assigned products
- Serves on or participates in bank-wide product committees, business systems/retail banking meetings, weekly retail management meetings and other assignments as appropriate
- Complies with applicable federal and state laws and regulations
- “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
- 20151029
9
Small Business Resume Examples & Samples
- Develop strategically the territory in a highly competitiveenvironment
- Acquire new customers for the business segment and participate increasing market shares
- Create and adapt marketing strategies to provide business solutions to meet customer needs
- Provide daily activities reports
- Become the leader in telecommunications in the market
- Providing the best customer experience in the industry
- Minimum 3 to 5 years of relevant experience in sales
- Knowledge of telecommunications would be an asset
- Proven skills in direct marketing and corporate sales
- Have excellent organizational and management priorities every day
- Demonstrate the ability to adapt in a changing environment
- Bilingualism an asset
- Possess a valid driver's license and a vehicle
10
Specialist, Take to Market, Small Business Resume Examples & Samples
- Core participant in the development end-to end Small Business Central Canada acquisition/demand generation strategy, spanning from quarterly program planning to execution accountability and performance analytics including, for example, mass, direct and online campaigns, new program development, customer segmenting etc
- Monitor and understand KPIs to understand campaign performance and take short and long term actions to improve performance
- Identify and pursue new acquisition opportunities ie. new programs, campaigns, segments, targeting opportunities etc
- Work with the Business Intelligence team to obtain sizing, customer lists and establish results for Demand Gen campaigns
- Work with channel partners forecasting call volumes and launching campaigns
- Work with marketing communication partners on mass and direct campaigns
- Partnering with other cross-functional teams, most notably Business Intelligence, Product Management, and Mobility teams to collectively drive results
- 2+ years marketing experience, telecommunications experience an asset
- Strong business acumen, with an appreciation for the need to analyze information, determine what it means for the business and quickly execute in an ever-evolving competitive environment
- Solid Microsoft Excel and PowerPoint skills, and an ability to use both mediums to tell concise, actionable stories to all levels of the organization (channel agents and executives)
- Ability to draft program and marketing briefs in a clear and articulate manner
- Demonstrated knowledge of marketing across all media types including direct mail, digital and online, mass advertising, etc
- Excellent oral, written and presentation skills
- Detail oriented with the ability to prioritize and manage change in a fast paced environment
- Establish & maintain effective relationships with cross-functional teams
- Excellent time management and organizational skills; Ability to manage multiple projects at the same time
- Have a passion for success and be results oriented
- Customer focused, team player, innovative and self-motivated
11
Small Business Resume Examples & Samples
- Develop a vision for CNBC’s entrepreneurship coverage. Generate story ideas, collaborate with and guide writers, editors and contributors, including on-air talent and guests
- Edit and format copy, including the addition of graphical elements, videos and polls and other multi-media elements to maximize engagement
- Coordinate with digital team and TV news and primetime staffs on planning and publishing schedules
- Coordinate with social media team to actively manage engagement and distribution over social media networks
- Promote CNBC content within the network and the broader digital audiences to maximize visibility on internal and external distribution platforms
- Contribute to multi-platform news coverage when needed
- Other duties and responsibilities as required
- 10+ years’ experience as a writer and/or editor including the ability to perform in a high-volume, multi-task/deadline oriented environment
- Familiarity with digital conventions and activities
- Must be highly motivated, extremely organized, detail-oriented, and possess outstanding communication and coordination skills
- Proven ability to edit and write accurately and clearly in a fast-paced news environment
- Must be able to meet deadlines and possess good presentation skills
- BA or college-level equivalent
- Experience at large online content destination, such as a major online news site or financial newspaper
- Passionate about Internet storytelling and creating the best user experience online, with proven experience in a creative environment
- Web production experience a strong plus
- Ongoing knowledge of and interest in the business world and financial news is preferred
- Knowledge of television production process helpful
- Solid understanding of web standards, design and usability
- Passion of CNBC programming
12
Small Business Working Capital Solutions Resume Examples & Samples
- Development of core product features, customer experience, marketing and go-to-market approach for new small dollar credit solution
- Execution / oversight of pilot
- Managing pilot budget and monitoring results of pilot based on performance, customer and field feedback and operational insights
- Rapid prototyping of changes for broader market launch
- Determining integration points with existing business products / processes for similar offerings
- Leading problem-solving across functions (with a focus on executing the business vision)
- Helping to manage partner engagement
- Preparing updates for senior management
- Gain experience in product development, pilot/test launches, and partnership strategy / partner management
- Develop expertise in a variety of functions and business areas
- Hone problem solving, communications and leadership skills in an environment of active mentorship and coaching
- Advance to other roles in the company
- Executing against strategy and product development (end-to-end)
- Performing competitor/industry research leveraging both public and non-public sources
- Working collaboratively with team members across LOBs and functional areas
- Developing and contributing to concise communication materials for senior management
- Ensuring work aligns to the overall project objectives and JPMC strategic priorities
- 3+ years of experience from either a premier management consulting firm, in-house strategy, OR from a investment banking (M&A, Coverage, Capital Markets, Equity Research) division
- An outstanding ability to analyze problems, apply quantitative analytical approaches (including comfort in working with large data sets), communicate effectively and confidently (both oral and written), and work well in cross-functional teams
- Diverse problem solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments within financial services
- Openness to an environment of active developmental feedback from peers and managers
- Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
13
Small Business Deposit Servicing Specialist Resume Examples & Samples
- Outstanding communication skills and interpersonal agility with diverse customers
- Ability to engage with customers, begin a conversation, build rapport, and handle objections
- Ability to respond with empathy while working through complex situations
14
Team Lead, Small Business Resume Examples & Samples
- Partner with your Regional Manager and your Team Lead peer team to develop coaching strategies to drive results and address current business opportunities
- Drive incremental sales volume through local marketing programs, cold calling, building leadings, and store events
- Support the success and ongoing development of a team of Small Business Specialists and Sales Consultants within your region
- Execute ongoing product training programs and activities with all employees involved in SMB sales
- Keep self and team up-to-date on policies and procedures, and industry knowledge
- Two to three years of retail sales or customer service experience
- University degree/college diploma (focus on business/management) is an asset
15
Lead, Small Business Experience Resume Examples & Samples
- MBA or equivalent plus 8 to 10 years Senior Management experience within the financial sector, or similar industry
- Extensive knowledge of Personal market and products (lending and non lending) and associated risk
- Experience in a variety of functions and/or industries, providing a broad perspective, including line, staff roles, product management and marketing
16
Small Business Resume Examples & Samples
- Supporting company initiated outbound campaigns in a dialer (prospecting) promoting Bell products and services aligned with our strategic imperatives
- Achievement of pre-determined sales objectives
- Promote solution offers that meet the customers' specific needs
- Establish rapport and cultivate relationships with customers through the sales cycle that will lead to repeat business and referrals
- Able to build and maintain a sales funnel
- Exceptional telephone etiquette including listening, understanding and responding skills
- Self-motivated and driven to succeed
- Ability to adapt and excel in fast paced, changing market conditions
- Knowledge of Bell Mobility products, systems and processes an asset
- Strong grasp of MS Office and general PC proficiency
- Knowledge of Sales force tool an asset
17
SAD / Small Business Collector, Senior Resume Examples & Samples
- Contacts delinquent small business customers from 15 - 60 days past due, depending on the type of lending arrangement
- Reconciles misapplied payments
- Works with branches for assistance in contacting customers and resolving delinquencies
- Works with Commercial Loan Servicing Department regarding customer service related issues
- Prepares Demands and requests for assignment to Special Assets Department
- May act as lead for other collectors, including training and coaching as necessary
- High school diploma or equivalent combination of education and experience
- Seven to ten years collections experience
- Five years commercial collection experience
- Very good understanding of local, state and federal requirements related to contacting customers and collection of delinquent accounts
- Very good understanding of small business lending policies, procedures and practices
- Complete knowledge of collection practices and techniques
- Complete knowledge of Dun & Bradstreet and other credit reports
- Complete knowledge and very good understanding of the Fair Debt Collections Act and collections laws
- Analytical skills
- PC skills, including knowledge of Excel and Word
18
Credit Mgmt & Adm Mgr-small Business Lending Resume Examples & Samples
- Position is based out of Westerville Ohio, candidates must be willing to relocate **
- Ability to influence across the organization and with key partners such as Legal, risk, and compliance
- Thorough understanding of financial accounting and commercial lending principles
- Thorough understanding of credit policies, guidelines, and applicable regulatory requirements
- High level of computer proficiency (GUS, Interact, Excel, Word, GMS, AFS, OCE, etc.)
- Ability to manage and prioritize multiple assignments supporting business as usual routines
- Ability to adjust quickly to changing environment
- Well-developed verbal and written communication skills
- Exhibit sound judgment, logical reasoning, and a strong drive for results and success
- Develops relationships with key business partners by building personal credibility and solid trust
- Ability to coach and develop junior associates remotely
- BS/BA Degree in business administration, finance, accounting or economics preferred
- Formal Credit trained desired
19
Small Business Card Specialist Resume Examples & Samples
- Possess the ability to work with multiple applications at the same time and troubleshoot customer issues
- Experience handling difficult situations with customers
- Dependable, results-driven and achievement-focused
- Contact center experience
- Understanding of business clients’ financial needs
20
Spanish Small Business Deposit Servicing Specialist Resume Examples & Samples
- Ability to analyze and resolve customer inquiries
- Dependable, results driven and achievement focused
- Spanish
- Experience in the Banking/Financial industry
21
Team Leader, Small Business Resume Examples & Samples
- Responsible for effectively managing the operation of Small Business and Asset Finance function for ANZ in the Pacific
- Responsible for providing sound decision making in the assessment of new and increased Small Business credit applications received
- Involves driving the performance, policy, productivity and service consistency within both teams
- Assist with the implementation and improvement of change initiatives which provide measurable business benefits
- Minimum 5 years of Business Lending/Credit experience in a major financial institution
- Developed communication and stakeholder management skills
- Mentoring and/ or coaching skills
- Ability to work flexible hours
22
Small Business Installer Resume Examples & Samples
- Installs, dismantles, and reconstructs equipment required by customer or ADT order
- Makes connections and required adjustments as directed; test operation of all components of each system to the signal-receiving center to properly establish service
- Evaluates information furnished for the job, delivered materials, layout of customer's premises and practical routes for cable, conduit and/or wiring
- Promptly reports defective material or equipment, inaccuracies or omissions in job information that may result in inadequate protection for customer use
- Follows safety practices to safeguard against injury and damage to property
- Safeguards against loss of unused materials, ladders, and tools on a job site or office location
- Cleans up debris from installation, patches drill holes, and returns unused materials
- High School degree or equivalent mandatory
- Electronic Trade School training desired
- 2 years maintenance/installation experience
23
Administrator, Friendly Small Business Resume Examples & Samples
- Handle incoming calls and deal with customer enquiries
- Create quotations and letters using Microsoft Word
- Update the sales database
- Process customer orders, including creating purchase orders and invoices
- Basic accounts administration using TAS Books Accounting Plus (experience not necessary)
- Assist customers with pricing and product information, advice on warranty etc
- Assist in raising the company's social media profile (Twitter, Facebook etc)
24
Small Business Resume Examples & Samples
- Ensure all Team Managers & Senior Managers are proficient in sales, coaching and facilitation
- Ensure consistency, frequency and quality of value-based cross sell/ upsell conversations across sites
- Maintain expert knowledge of Rogers products and services and the value they provide for our customers
- Create job aids/ manager tool kits and content in partnership with cross functional teams
- Expert (process and content) to drive value-based conversations training and programs
- Facilitate leadership sessions on various topics (e.g. Train The Trainer for huddles, sales training) role modelling excellent facilitation
- Coach Team Managers in delivering huddles content with sales or new product role launches
- Lead call calibration sessions at site level and participate in national call calibration sessions
- Participate in coaching triads to observe Team Manager coaching behaviours, skills and knowledge
- Work closely and build plans with assigned Senior Managers to drive targeted performance for specific workgroups that will lead to improvement in sales metrics
- Share knowledge with Team Managers and consultants helping them link knowledge to behaviours, performance and broader organizational goals
- Maintain regular communication with Sales management regarding progress, performance to target and overall sales lift and funnel forecasting
- Demonstrate a “skills” coaching approach
- Monitor KPIs (Cable Sales, Wireless Sales, Sales per call rate, sales based on headcount, zero sellers) to ensure behaviours are driving desired outcomes by site
- Support Senior Manager to build and achieve specific metrics by site
- Feedback and approval of Knowledge Management Tool (Nova) pages
- Provide feedback on Care training content for all cross functional projects and add sales positioning to ensure sales is a part of the service training
- Help plan sales quarterly planning sessions and create plans and tactics by functional group within scope of responsibility
- Plan yearly incentive trip like Circle of Champions and work on hype campaign with sites
- Coordinate sales initiatives/ roadshows at the site (roll outs, materials, rooms, etc
- Plan and execute site activities to deliver results (e.g. national sales days, coaching blitzes, incentives)
- Ensure miscellaneous administrative duties are completed (e.g. expenses/tax forms for sales incentives, Sales incentive reporting , purchasing supplies for launches and incentives, quarterly recognition program and certificates)
- Support direct manager with national prime ships as assigned
- Minimum 5-7 years progressive sales experience, with a minimum of 5 years business sales team management experience
- Minimum 3 years Project or Program Management execution experience
- Bachelor degree in a business-related field or equivalent work experience
- Call Centre leadership experience
- Experience in the Small/Medium business market would be an asset
- Proven sales funnel management experience
- Driven, results oriented professional with a proven track record of meeting and exceeding targets
- Demonstrated ability to coach, motivate and performance manage a team
- Results oriented, with a proven ability to meet both short-term and long-term business objectives
- Proven ability to develop, foster and maintain relationships with internal and external customers
- Strong planning and organizational skills, with the ability to anticipate problems and opportunities, and execute sales strategies
- Proven ability to communicate effectively in written and verbal form
- Able to work independently to meet deadlines and achieve goals
25
Small Business Renewal Specialist Resume Examples & Samples
- Gathering necessary information to make an independent credit decision, based on behavioral factors, for maturing loans with exposure up to $750,000 in term loans and $250,000 in line of credit exposure
- Preparing and presenting credit approval documents to appropriate credit approvers, to include discussions with Credit Risk Management
- Contacting Business Bankers to discuss structure and obtain additional information as needed
- Managing the renewal process for many customers at any given time
- Daily multi-tasking as well as adherence to deadlines and production requirements
- Three to five years of job related experience
- Basic knowledge of credit administration, policy and procedures
- Strong problem solving, decision making, and negotiation skills
26
Small Business Resume Examples & Samples
- 1-2 years of demonstrated success building winnable pipeline
- Public speaking and presentation skills
- Knowledge of sales techniques and tools (Salesforce.com, Challenger, Toutapp, etc.)
- Ability to work in Austin office and travel as business needs require
- Must be goal driven and team motivated. People refer to you as strategic, intelligent and hard working
27
Small Business Servicing Specialist Resume Examples & Samples
- At least an intermediate ability in computer skills
- Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
- A minimum of 1-2 years of experience in the Banking/Financial industry
- A minimum of 1-3 years of experience working in a call center
28
Consumer Small Business Lead Resume Examples & Samples
- Translates business strategies into product, operations, sales effort that deliver against both our core customer needs and our company strategic and financial goals
- Evaluates results and plans to influence demands generation alternatives, product assortment, media selection, to establish a solid go to market strategy that delivers on RUM (Revenue, Units, Margin)
- Owns developing the right message to focus on influencing decisions and areas to focus for improving the business for the next business cycle and beyond
- Influences the top and bottom line and optimizes all aspects of the portfolio P&L
- Applies deep understanding of customers’ needs, the product and the competitive landscape
- Collaborates with cross-functional team to develop, plan and implement new business development initiatives
- Takes necessary actions to manage across teams and organizations
29
Small Business Card Servicing Specialist Resume Examples & Samples
- Comfortable receiving ongoing performance feedback and coaching
- Ability to provide a positive customer experience through creative solutions
- A minimum of 1-3 years of experience performing repetitive tasks based on existing operating procedures under close supervision or from detailed written procedures
30
Bdm-small Business Solutions Resume Examples & Samples
- Strong business development skills. Proven track record of identifying, hunting and closing new business
- Minimum 2+ years Sales experience in B2B or B2C selling
- Excellent communication (written and verbal skills)
31
Small Business Partnerships Intern Resume Examples & Samples
- Organize small business office filing system
- Scan documents to electronics files
- Respond to routine small business inquiries
- 0-1 years of related administrative experience
32
Small Business Administration Summer Internship Resume Examples & Samples
- Currently Enrolled in an accredited degree program, will be a junior or senior next August
- Cumulative GPA is 3.0 or above
- Highly motivated and results oriented with a desire to exceed expectations
- Demonstrates intellectual curiosity and courage in their leadership style
- Desire to understand and experience the numerous aspects of business banking
- Ability to multi-task as required
- Ability to work independently on special projects and a be self-starter
33
Small Business Zone Director Resume Examples & Samples
- Establishes, manages and develops core and matrixed teams to consistently execute multiple planning engagements and implement consistent management framework
- Develops and integrates consistent monitoring and governance across the enterprise to track performance, internal and external trends, and enable adjustments to strategies
- Manages outcomes through implementation of cross-functional strategy execution progress reviews
- Develops and scales talent, organization and delivery models to address opportunities in strategic business units, lines of business and functional areas
- Drives communication and active deployment of strategies and plans across functional areas, including Worldwide Field Operations, Distribution, corporate planning, and budgeting
- Develops and evolves planning and execution management methodologies
- Facilitates communication with the Executive Committee and senior leadership
- Provides support to business partners to mobilize on ?quick wins? and key strategic initiatives
- Works with functional areas to establish consistency in core processes and tools to drive underwriting profitability
- Integrates and aligns with research, strategy and planning functions across the enterprise
- Senior level knowledge of insurance and underwriting principles, practices and procedures
- Excellent critical-thinking, analytical and problem solving skills
- Ability to lead teams in a matrixed, cross-functional environment with the ability to create and manage work plans across multiple work streams, owners and teams
- Ability to identify and address barriers to execution and drive outcomes
- Excellent communication, presentation and facilitation skills with the ability to effectively design and run group meetings and large workshops
- Ability to effectively interact with all levels of CNA's internal and external business partners
- Knowledge of Microsoft Office Suite, and other business-related software especially in working with exporting data from various databases and compiling reports in MS Excel and other software tools
- Bachelor's Degree, Master's preferred, in related discipline or equivalent work experience
- Typically a minimum of ten years of experience in strategy analytics and planning
34
VP Small Business Segment Resume Examples & Samples
- Own and drive the overall customer experience by partnering with functional leads to deliver innovative and collaborative solutions and strategies
- Develop a go-to-market strategy for growth including, but not limited to, optimizing current product offerings, leveraging new product opportunities to enhance existing service offerings, evaluating options for new solutions sets for customers and strategically operationalizing those, strengthening underperforming customer segments, identifying and pursuing new customer segments, developing and executing on appropriate marketing and communications to powerfully articulate the value proposition to the market, and ensuring the sales and service teams are fully prepared to properly represent the brand while strengthening relationships with customers so that WK is reliably perceived as the provider of choice
- Manage the business unit P&L to meet all top-line and bottom-line financial commitments with an eye to strengthening the business for the long term. Relentlessly pursue operational efficiency to strategically invest in growth opportunities
- Translate business strategy into a compelling and inspiring "call to action" for employees. Work with Functional heads on securing and developing the right talent to meet current commitments with an eye to future growth; maintain a bench of highly capable, diverse, and engaged talent with the capability to deliver on growth aspirations
- Be an expert consumer of shared services, effectively partnering with matrixed organizations by having productive relationships with executive leaders of these functions and providing leadership, insight, and feedback to ensure that these groups continue to be valuable partners based on a clear understanding of how to best support the business
- Act as a member of the LIS executive team with accountability not only for the assigned customer segment but for LIS overall. Actively engage with peer group to help ensure that the overall business remains strong, delivers excellent results for shareholders, exceeds customer expectations, and strengthens its reputation as a workplace of choice
- Possess a strong understanding of and accountability to the shared goals of the LIS organization and the ability to build consensus around a common purpose and deliver collaborative solutions without direct authority
- Successfully deliver through others, manage virtually, collaborate across segments and functions and articulate a common purpose in a defined matrixed structure
- At least 5 years of experience at the executive level in a B2B business in technology-based service business, preferably with specific experience in the legal space. Previous success with directly managing go-to-market disciplines (e.g. sales, marketing, product, service) and having full P&L accountability
- At least 15 years of leadership experience successfully managing people, building a high degree of followership
- Experience in a matrixed environment with effective strategies to support and reinforce a shared services model
- Global experience is a plus
- Ability to balance priorities of managing and inspiring teams of people, projects of varying complexity, and the daily operations of the business while maintaining focus on the work that is most critical to success
- Ability to influence without authority, deliver through others, and manage virtually
- Ability to articulate a common purpose, collaborate across business segments and functional areas to drive results in a highly matrixed organization
- Deep customer service orientation and the ability to focus teams on providing "white glove" service in an efficient and economically pragmatic way
- Effective leader who is able to inspire people to create measureable results; strong interpersonal skills; highly approachable and supportive
- Highly adept at successfully navigating and managing change - communicates change effectively and completely, role models effective behaviors, builds commitment and overcomes resistance, monitors transition and results
- Demonstrates initiative and drive; self-motivated, organized, and detail oriented; creative and analytical
- Comfortable in a fast-paced, global work environment
35
Director Cashback Revolve & Small Business Products Resume Examples & Samples
- Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge
- Owns full P&L responsibility for the category products (cashback, revolve and small business) including revenue from new/existing products, expense management and overall product performance against targets
- Lead new product design for category products, including managing identification and prioritization of ideas, developing business cases and finalizing product design/construct
- Partner with Acquisition/Engagement Teams on the design and development of the overall go-to-market strategies for new products and existing customer engagement strategies including: idea generation, competitive analysis (with Business Analytics), product specifications, partner alignment, compliance, marketing strategies and distribution strategies
- Manage relationships with key network partners (i.e. Mastercard, Visa and/or American Express)
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
- Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct
- Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team
- 5-10+ years of management experience, including in cards product management and strategy roles
- Detailed understanding of credit card financials and P&L management
36
Small Business Portfolio Mgr Resume Examples & Samples
- Manages the collection of data and the reporting function, to include various portfolio monitoring reporting mechanisms
- Monitors the Small Business portfolio for delinquency, overdrafts, line usage, and any deterioration or added risk
- Communicates regularly and effectively with front line Business Bankers, their Loan assistants, and Small Business customers
- Assists the Commercial Banker and BCM in obtaining all information, updates and financials needed to begin the underwriting/renewal process in an expeditious manner
- Monitors and supports Small Business loan portfolio through Behavioral Analysis
- Renders credit decisions on all renewals and modifications up to credit authority making recommendations for larger credits. Utilizes auto review, limited review or full review functions
- Works with Business Bankers & Special Assets in the collection of delinquent loans
- Cleans up outstanding documentation exceptions
- Creates periodic reports for Senior Management
- Understands, detects and reports the early warning signs of problem credits so as to minimize the risk of loss
- Provides back up underwriting support for all credit cards and other applicants $50,000 and under
- Maintain and recommend proper risk ratings on all credits
- Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function
- Commercial credit experience or training
- 1-3 years minimum of working in a centralized credit environment utilizing credit scoring
37
Director, Small Business Credit Card Resume Examples & Samples
- Product development – working with consumer research and insights to identify the market, understand competitor offerings, identify opportunities for Discover and design the product
- Marketing and customer engagement – develop and own new customer acquisition strategy and campaign execution, and design onboarding and existing customer communication experience to drive loyalty and engagement
- Servicing and operations – partnering with digital and telephony customer service channels to provide distinct service that exceeds the expectations of customers
- Analytics and data – work with analytics, technology and modelers to build best-in-class data approach, roadmaps and models to support product growth
- P&L Management – work with credit risk, analytics and finance to manage profitability on an ongoing basis
- Product management –partner with technology, legal, compliance, marketing and servicing to continuously improve processes necessary to strengthen the customer experience and mitigate risks
- Promote a risk-aware culture, ensure efficient and effective risk and compliance management practices by adhering to require standards and processes
- Minimum of 10+ years of broad credit card marketing or consumer packaged goods marketing; small business experience a plus
- Proven track record of successfully developing, launching and leading new products
- Strong background in new customer acquisition marketing including digital expertise – SEO, content, display, social, advocacy programs
- Strong analytical and consumer insight skills, ability to grasp complex business issues and lead decision making in an analytical and data-intensive environment
- Excellent interpersonal skills and team orientation, strong project management skills with demonstrated track record
- Results-oriented with demonstrated ability to design and launch innovative marketing programs
- Ability to apply creative/strategic solutions to solve business challenges, develop new ideas and gain broad organizational advocacy
- Excellent oral, written, and presentation skills, and comfort in dealing with all levels of an organization
- Bachelors degree required; MBA preferred
38
Small Business Resume Examples & Samples
- Handles inbound calls in a call center environment on a variety of subjects
- Resolves customer inquiries, billing issues and product/service concerns
- Educate customers on Windstream Business Product Line that will fit their business’s needs
- Access and update customer accounts through computer based systems with the customer on the phone
- Gains and maintains product/service knowledge, working knowledge of telephony technology and industry updates
- Work with urgency and accuracy to assist the customer and present the best solution for both the business and the customer
39
Small Business Card Services Specialist Resume Examples & Samples
- Excellent and clear telephone communication skills
- Outgoing and energetic attitude
- Ability to multi-task and work well as part of a team
- A minimum of 1-3 years of experience working in customer relations
40
Small Business Resume Examples & Samples
- Understand and empathize with customers’ problems and unmet needs in order to uncover innovation opportunities
- Relentlessly track the competition and marketplace to seek out inspiration for product innovation, gold-standard servicing and opportunities to acquire and keep customers and households
- Deliver online products and services that create value for our customers collaborating with a cross functional product team, including business and channel owners, researchers, user experience designers, developers, legal, compliance, brand, marketing and content editors
- Define success metrics and use data to drive decision making, track performance, and iteratively improve the customer experience
- Develop compelling business cases for digital investment
- Manage and socialize your product backlog seeking iterative improvement and continuous refinement
- Subject matter expert for your products, including its user interface, back end, performance metrics and system performance
- Oversee the development (from inception to launch) of assigned Digital Products
- Manage stakeholder relationships and communicate product roadmaps, delivery dates and product demos
- Five years’ direct work experience as a product manager in a small business financial services or relatable small business service, multi-channel (brick & mortar, call center, online) industry
- At least three years in a product management capacity for digital experiences or software platforms
- Desire to improve peoples’ lives and understand how important cash flow management, simplification, reliability, privacy and security is to small business owners and their day-to-day banking
- The ability to understand and champion the role of digital within an overall user experience, specifically, how the channel is considered during prospecting and acquisition and how it’s leveraged for engagement, cross-sell and retention of bank customers, specifically owners and financial decision-makers at small businesses
- Creative and analytical problem solving skills and a goal to constantly improve at your craft
- Ability to derive insights from diverse sources of systems and customer data
- Desire to work as part of a collaborative cross functional team and will foster a ‘one team’ mentality with all your partners
- Ability to write detailed business requirements and to create supporting documents that help others visualize your needs
- Write functional specs and process flows if the situation requires it
- Bachelor's degree or equivalent experience. MBA is a plus
41
Small Business Resume Examples & Samples
- Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops specialized endorsement language for highly complex risk
- Determines appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little oversight needed from superiors
- Makes recommendations on underwriting policy and pricing strategy
- Analyzes quality, quantity, and profitability of highly complex risks underwritten; prepares and presents reports to management
- Markets products and services through agencies or through the brokerage community and makes field visits
- Develops and maintains agency and/or broker relationships with large producers within the assigned territory to reach positive and profitable outcomes on complex, high-risk business
- Keeps current on state/territory issues and regulations, industry activity and trends. May participate in industry trade groups
- Mentors and guides less experienced underwriters and assists in the development of underwriting training
- Utilizes advanced functionality in relevant CNA systems to perform day-to-day activities
- Responsible for special underwriting projects and presentations
- Advanced technical expertise, underwriting skill and high level of knowledge of insurance and underwriting principles, practices and procedures
- Strong communication, negotiation and presentation skills. Ability to effectively interact with all levels of CNA's internal and external business partners
- Advanced analytical and problem solving skills, with the ability to manage and prioritize multiple projects
- Ability to deal with ambiguous situations and issues
- Creativity in resolving unique and challenging business problems
- Knowledge of Microsoft Office Suite and other business-related software
- Bachelor's degree or equivalent experience. Professional designations preferred
- Typically a minimum eight years underwriting experience with an insurance carrier required
- Experience in small commercial insurance preferred
42
Small Business Resume Examples & Samples
- Reviews applications and financial requirements for risks requiring complex underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Also, determines the need for additional evidence of insurability and appropriate strategy
- Determines appropriate pricing based on financial and competitive analysis in line with compliance requirements
- Prepares quotes and answers questions from agencies, policyholders or other external contacts and escalates issues to management along with proposed solutions as necessary. Negotiates with agents to reach positive and profitable outcomes
- Notifies agencies of adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations
- Analyzes quality, quantity, and profitability of risks underwritten and prepares reports for management review
- Markets products and services through agencies or through the brokerage community and makes field visits. Develops and maintains agency and/or broker relationships
- May provide guidance and assistance to other underwriters and to other functional areas, particularly when related to cross-sell opportunities
- Keeps current on state/territory issues and regulations, industry activity and trends and freely shares information with others
- Works with more senior underwriters or management on risks exceeding authority level or requiring special handling
- Advanced knowledge of underwriting and insurance industry theories and practices
- Demonstrated high level of technical expertise and product specific knowledge
- Strong interpersonal, communication and negotiation skills. Ability to effectively interact with all levels of CNA's internal and external business partners
- Ability to exercise independent judgment and to make critical business decisions effectively
- Knowledge of Microsoft Office Suite as well as other business-related software
- Typically a minimum three to five years underwriting experience with an insurance carrier strongly preferred
43
Small Business Deposit Servicing Specialist Resume Examples & Samples
- Experience working in a call center or a financial/banking center
- Over one year of experience in the banking/financial services industry
- Experience with handling difficult customer situations
44
Small Business Sale Rep Resume Examples & Samples
- Track record of B2B sales success
- Driven by a challenge to be a top producer
- Lead generation
- Desire to help businesses keep their assets and properties safe
45
Small Business Services Resume Examples & Samples
- Reviews FLT Orders for completeness
- Contacts clients via phone and email to explain the FLT process and/or to obtain missing FLT items. Sends applicable system generated letters, Missing information, Out-Of-Balance (OOB), FLT drop, and FLT complete, as required
- Prepares FLT spreadsheets from FLT Application and client source documents
- Handles complex client set ups including multi-jurisdiction, large employee count, special taxation, identifies and troubleshoots OOBs and contacts client regarding OOBs and debit approval
- Ensures FLT status indicators and Clarify/Start Manager are properly updated Notifies Client and Sales Associate of potential client ineligibility as a result of missing data or unresolved issues
- Manages wipbins within the FLT and Clarify applications providing updates to FLT TSS and/or Management upon request
- 1 - 3 Years of Directly Related Experience
- Bachelor's Degree or its equivalent in education and experience with a Major Area of Concentration in Accounting, Math, Business Administration or related
- Active progress towards a bachelors degree will be considered
- Previous experience working with clients in a fast paced, highly complex, deadline oriented service environment
- Prior payroll knowledge and/or experience highly desirable
- Prior internal ADP experience and knowledge highly desirable
- Effective organization skills including the ability to prioritize issues, to work under the pressure of time constraints, and to follow up on outstanding issues without being prompted
- Ability to utilize available resources before seeking assistance
- Ability to accurately enter data into spreadsheets and reports
- Ability to create basic spreadsheets and reports
- Ability to follow established processes and procedures
- Ability to communicate effectively by speaking, listening, and writing
- Ability to mentor and provide feedback to other associates without direct supervisory authority
46
Small Business Services Resume Examples & Samples
- Upon assignment of an order, manages the workflow/time line with client start date. Continually updates notes in Start Assist and Clarify to track order progress. After account is setup, a quality review is conducted to ensure accuracy. Collaborates with FLT group to oversee the transfer of prior payroll balances from clients' former payroll providers
- Review and confirm account setup with client to ensure understanding and client satisfaction. Assists clients on initial login and trains on selected products, services, processes, and procedures. Asks open ended questions to understand clients' business and to broaden business value by being able to recommend products and/or solutions
- Analyzes sales contracts for completeness and accuracy, and conducts a gap analysis to ensure clients have the appropriate products and services for their business needs. Schedules training time with the client to review solutions and tools available within HR bundle as part of onboarding the client. Establishes a relationship with clients by way of a welcome call to ensure optimum product awareness and utilization, and sets overall expectations. As client status updates and additional HR needs surface the sales group is engaged
- Supports clients during and after approved number of error free payrolls to ensure accuracy, understanding, and to resolve issues in a timely and professional manner. Runs necessary adjustments if applicable and ensures all features have started prior to turnover
- Maintains existing knowledge base and builds onto it by learning new products, services, processes, and procedures. Keeps up-to-date with payroll/legal regulations
- Determines clients' transition date to move from the Implementation group to Client Services by gaining commitment of readiness from clients and then communicating the turnover to the client and appropriate internal groups
- Mentors and shares knowledge with peers
- EDUCATION: Bachelor's Degree
- EXPERIENCE: Up to 1 year
- FPC preferred
- CPP preferred
- Previous experience working with clients in a fast paced, highly complex, deadline oriented service environment. Prior payroll knowledge and/or experience highly desirable
- Ability to communicate in a constructive and collaborative manner by speaking, listening, and writing effectively
- Ability to build effective internal and external client relationships and demonstrate professionalism and urgency when responding to client requests
- Effectively probe for the purpose of understanding client need(s)
- Effective interpersonal skills with internal and external clients and the ability to leverage these relationships to create a team atmosphere, maintain compliance, and educate clients
- Effective analytical/problem solving skills
- Ability to understand diverse situations and educate clients on use of ADP systems and products
- Ability to maintain effectiveness when experiencing any changes in work responsibilities or environment
- Able to adjust effectively to work within new work structures, processes, requirements, or cultures including multi-product support to consistently deliver quality service
- Create promoters of ADP with each interaction and drive improvements in client retention based on client feedback
- Taking responsibility for customer satisfaction and loyalty
- Ability to consistently follow processes and procedures
- Understanding of ADP business/strategy/goals to be able to produce innovative ideas/solutions which drives increased utilization in new products and services
- Proficient in navigation of PC applications (Excel, Word, Outlook, etc.)
- Proficiency and utilization of ADP specific systems
- Ability to mentor, coach, and provide guidance to peers
- Support manager and add to bench strength
- Understands how individual actions/results impact business financials
47
Small Business Partner Resume Examples & Samples
- Review of individual and corporate returns for clients in various industries
- Review of compilations and reviews
- Deep understanding of accounting and reporting standards, experience in researching as it relates to accounting and issues
- Coordinate the day-to-day duties of planning, fieldwork and wrap-up
- Analyze financial statements and evaluate internal controls
- Act as client contact; communicate effectively with clients and develop positive relationships with client personnel
- Perform a detailed review of team’s workflow and monitor tasks that are assigned and completed on a timely basis
- Supervise, train and mentor staff
48
Small Business Field Specialist Resume Examples & Samples
- 5+ years of experience in commercial lending, financial credit analysis, structuring, underwriting and portfolio management, strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring
- Commercial credit and treasury acumen developed through formal training and proven sales experience, with the ability to provide coaching on credit & treasury sales
- Client Facing relationship management experience
- Ability to clearly articulate the business plan to Small Business Bankers
- Prior sales experience; proven track record
- Strong ability to quickly create credible relationships
- Strong interpersonal skills /experience
- Partner effectively with sales leadership to drive / support line of business performance
- Flexible and adaptable to changing business needs/requirements
- Small Business acumen desired (strategy, operations, sales model and product knowledge)
49
Director, Small Business Resume Examples & Samples
- Look for ways to enhance the customer experience and revenue profiles
- Acquisition: create and run campaigns to drive small business acquisition
- Create and run campaigns aligned to the look, tone and feel of the brands
- Liaise with Digital and Social teams for search/display/social to ensure campaign delivery
- Report campaign metrics
- Retention: work with existing customers to improve engagement, program understanding and reactivate lapsed accounts
- Review and rollout enhance tool kit, revamp enrollment process and onboarding
- Full customer journey content mapping and updating
- Agency management: Day-to-day management of external creative agencies related to Small Business
- This includes acquisition and loyalty agencies
- Forecasting: working with Finance and Revenue Management on all the forecasting and reporting
- Look for opportunities to run promotions to drive overall demand
- Foster consistent measurement, robust analytics and a focus on results to continuously improve effectiveness and ROI
- 10 years of experience in Marketing, especially running a small business program. A proven track record in management positions
- Brand Marketing
- Integrated Marketing Communications
- Digital Marketing
- Agency Relations
- Market Research
- Loyalty programs
- Budget management and forecasting
- Excellent communications, both verbal and written
50
Central Direct Banker, Small Business Resume Examples & Samples
- A strong focus on acquiring new business, primarily home lending, equipment finance and business term lending
- Utilising your excellent communication and people skills to network, creating meaningful relationships with customers. In order to expand your networks you will be required to think outside the square and be creative in your approach
- General customer maintenance, including onboarding and maintenance of customer accounts, value transactions, ensuring all NAB customers are provided world class customer service
- Professionally and efficiently answer enquiries, action requests and resolve customer feedback and concerns, ensuring all details are accurately captured in Siebel
- Identifying sales/referral opportunities
- Lending experience is preferred not essential
- 'Can do attitude'
- Be driven by your passion to exceed our customer expectations and leave a lasting positive impression
- Thrive in a high energy, fast-paced, supportive and highly engaged team environment
- Be able to navigate your way through multiple computer systems whilst being on the phone
- Have excellent time management and problem solving skills
- Your strong communication skills will include your ability to listen to our customers and recommend the right solution for their needs
- You are excited about helping us to achieve our goals of being fresh and original, and so will bring a professional 'can do' attitude to the team
51
Small Business Resume Examples & Samples
- Reporting to the Team Manager – Small Business Sales, the successful candidates will be responsible for responding to inbound customer calls driven by our website, advertising or direct mail pieces. As well as to uncover customer requirements through needs and application analysis, which in turn enable him to propose solutions that leverage the full range of Bell Mobility’s wireless products and services (voice, data, solutions, etc.) by the development of a partnership and to renew service agreement of our existing base customers in the course of occasional projects
- The candidate must have a strong grasp of solution selling principles and be able to effectively understand the client’s business needs and their decision making process. The applicant must also have the ability to work in a strong team environment yet be independently motivated to meet and exceed personal and team goals
- Supporting company initiated inbound campaigns as well as sales contacts on an outbound basis
- Promote solution offers that meet the customers’ specific needs
- General knowledge and understanding of Bell Mobility products and services; specific, in-depth knowledge an asset
- Knowledge of Bell Mobility systems and processes an asset
- Knowledge of Salesforce tool an asset
52
Small Business Spclst Nmls Resume Examples & Samples
- Five or more years of financial services sales industry
- Expert knowledge of all applicable bank and branch policies, procedures and support systems
- Proven track record of consistent success in both the servicing of existing clients as well as sourcing new business
53
Small Business Credit Review Specialist Resume Examples & Samples
- Eight to ten years of credit-related experience
- Considerable knowledge of credit analysis, underwriting, administration, policy and procedure
- Thorough knowledge of accounting and finance principles
- Thorough understanding of general economic theory as it relates to the lending and business environment
- Strong credit quality and risk analysis skills
- Effective technical report writing skills
54
Director, IB Small Business Credit Risk Resume Examples & Samples
- Provide support/counsel for Senior/Executive Management relating to the effectiveness of current strategies as well as the potential benefit of implementing new policies and automation
- Lead/participate, as required, on due diligence teams for potential small business credit acquisitions
- Provide strong leadership to direct reports (as applicable) to motivate both individual and team performance and foster a commitment to One Team/One Goal. Recruit high potential management candidates and develop staff by sharing knowledge/experience and provide opportunities for staff to share responsibility for achieving business objectives/goals
- Advanced credit risk portfolio management, including origination decision strategies, account management and monitoring models
- Small business and commercial risk management techniques
- Small business products, policies/procedures, as well as different acquisition channels/channel risks
- Credit bureau data management/interpretation/reporting
- Legislative/marketplace issues relative to both scoring and credit bureaus within multiple jurisdictions in Latin America and the Caribbean
- Data structure and data extraction techniques
- Financial measures of risk/returns
- Scorecard development, validation and implementation
- The roles of other functional areas within International Banking
- A minimum of five years with a reputable organization in the risk management field, with a proven track record of success in leading and implementing change in the financial services sector via the implementation of automated modelling tools and technologies
- Strong leadership/innovative and motivational skills are required in order to influence change
- Strong interpersonal and communication skills to work effectively with International Banking partners in Canada and across Latin America and the Caribbean, as well as with external vendors
55
Lead-simply ELT / Small Business Resume Examples & Samples
- Work with supervisor to organize and delegate work to staff on a daily basis. Provide technical direction as necessary
- Monitor production for quality and quantity
- Assist with the development of those in training
- Supervise the staff in the absence of a supervisor and act as the primary point of contact
- Recommend improvements for workflow and procedures
- Handle reporting needs as necessary
- Be fluent in the jobs and understand requirements of systems
- Maintain professional attitude and communication towards staff, customers and clients
56
Small Business Spclst Nmls 1 Resume Examples & Samples
- Bachelor's degree in business, accounting or finance, or equivalent work experience
- One to three years of outside sales and customer service experience in the financial services industry
- Strong product and new business development/b2b sales skills
- Thorough knowledge of all applicable bank and branch policies, procedures and support systems
- Excellent customer service and community relations skills
- Demonstrated ability to make one-on-one and group presentations
- Excellent interpersonal, verbal and written communication skills
- Strong outbound telephone sales skills
- Previous experience in a Relationship Banker, Small Business Banker or related role
