SB Segment Sales Senior Specialist

Purpose

As a SB Segment Sales Senior Specialist, you will be responsible for driving sales and revenue growth, meeting Small Business budget and sales goals by providing expert guidance, supporting, training and coaching to the Branch Network’s responsible SB Relationship Managers, fostering a collaborative and productive work environment, and ensuring exceptional customer service 

What you will be doing

• Work closely with the Branch Network’s responsible SB Relationship Managers to ensure understanding of segment priorities, develop and execute regional sales plans and business development activities, conduct regular performance reviews, and foster a culture of accountability while providing proper financial advice
• Demonstrate in-depth knowledge of the small business market, products, and services, collaborate with the Relationship Mangers to identify and target potential clients within the SB segment
• Provide training and ongoing coaching to SB Relationship Mangers and Sales Specialists to enhance their sales techniques and product knowledge, identifying opportunities for skill development, generating leads, collaborating on various customer needs, and keeping the team updated on market trends and best practices
• Build and maintain strong, long-lasting relationships with SB clients by leveraging a consultative sales approach to effectively identify and meet client needs
• Serve as the primary point of contact for the Branch Network’s responsible SB Relationship Managers, addressing their inquiries and concerns
• Monitor and analyze sales performance metrics and KPIs and promotes cross-selling and upselling of products or services to meet revenue objectives
• Utilize data-driven insights to make informed decisions and adjustments to the sales strategy
• Implement and enforce compliance procedures to mitigate risks
• Actively participate in providing financial services to targeted SB clients by engaging in proactive sales behaviors, executing on sales activities, efficiently managing pipelines, deal closing opportunities, and educating and motivating colleagues to support and contribute to business growth targets
• Develop targeted events and programs that facilitate relationship building, engagement and partnership across the region.

What you need to have

• A bachelor’s Degree in Economics, Finance, Accounting or relevant field
• A master’s degree in Finance, would be considered an asset
• A minimum of seven (7) years of experience in the banking industry or financial services industry
• A minimum of three (3) years of experience in a sales capacity, including a demonstrated ability to coach a successful sales team, would be considered an asset