Small business consultant job description

At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our small business clients when they need us most - whether they're just starting out, expanding or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better.

As part of the Bank of America team, Small Business Consultants have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. Small Business Consultants partner closely with financial center employees as part of one team that delivers exceptional client care - your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The Small Business Consultant role is a great step toward a rewarding and successful career. At this stage, you'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools needed to serve clients.

From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company.
We'll help you

* Get training and one-on-one coaching from managers who are invested in your success. You'll enroll in The Academy to develop as a consultant.
* Build a quality external network of business relationships within your small business banking community.
* Leverage the power of our company by working closely with internal and external partners to take advantage of the full capabilities of the bank.
* Provide small business related guidance to financial center associates through huddles and team meetings.
* Effectively balance sales performance, operational risk and client relationship care.

As a consultant, you can look forward to

* Unlimited potential for financial growth and incentive awards for meeting goals.
* Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors.
* Robust marketing support to reach wider audiences with greater appeal.
* Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes.

We're a culture that

* Believes in responsible growth and has a proven dedication to supporting the communities we serve.
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
* Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
* Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

Required skills:

* Has demonstrated experience and proven success with business to business sales, or small business banking.
* Has strong communication skills with the ability to effectively influence clients.
* Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
* Has a proven sales track record.
* Is able to build productive partnerships and working relationships.
* Is experienced with outbound phone sales.

Desired skills:

* Experience with financial information, spreadsheets and financial skills.
* Experience with inperson customer service and sales.
* Experience working with small business clients.
* Experience meeting or exceeding goals.
* A working knowledge of small business products and services.
* Bilingual skills.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Oasis Systems has an exciting opportunity for aProgram Management 4, Small Business Innovation Research (SBIR) Supportat the AFRL/RW Product Divisions at Eglin AFB, FL.
JOB STATUS: Active

TRAVEL: Yes

REQUIRED QUALIFICATIONS(Education, Certifications, Experience, Skills)

SECURITY CLEARANCE: Secret

EDUCATION: Master's degree

CERTIFICATIONS: N/A

EXPERIENCE LEVEL: Minimum of 10 years administrative management experience.

OTHER QUALIFICATIONS/SKILLS:

+ Proficient with Microsoft Office Suite, especially Microsoft Excel and PowerPoint, expert attention-to-detail & highly organized, with Microsoft SharePoint experience. Ability to learn new systems provided by AFRL and AFWERX.

+ Knowledge of AF instructions and operations in resource management and acquisition programs.

+ Professional experience in finance and management duties & office organization.

+ Excellent communication skills.

+ Excellent customer service experience and skills.

+ Prior AF experience and/or experience in laboratory setting working with scientists and engineers preferred, especially prior Air Force Research Laboratory experience.

+ Experience with the Comprehensive Cost and Requirement (CCaR) system.

+ Knowledge of finance codes and draft "Purchase Requests."

+ Well versed in Excel and able to track/budget funding

RESPONSIBILITIES:

+ Acquisition Project support to the Strategic Planning Division, Capability Planning Branch (RWPB). Provide advisory and assistance support for RWPB by performing the following duties in support of the Small Business Innovative Research (SBIR) investment process and the SBIR Technology Transition Research Projects (STTR) including supporting AFWERX requirements and processes and the Office of Research and Technology Applications (ORTA).

+ Administrative duties, such as assisting in preparation for inspections, audits, and briefings, including budget balance sheets and spreadsheet tracking of SBIR/STTR projects at each stage of development in Phase I, II and III.

+ Process management support for the SBIR program.

+ Support the maintenance of data related to topics, proposals, evaluation tracking data, status reports, budgets, and other SBIR/STTR materials/requirements.

+ Assist in the writing and editing of technical material such as activity reports, letters to the small business, debriefings, and SBIR/STTR topics.

+ Provide program documentation, reports, and related statistics to the process manager and advise on areas of concern or issues in obligation and expenditure of funds, dollars on contract, and other business and financial data related to the SBIR program.

+ Provide administrative support to the SBIR process manager working with AFRL headquarters, Weapons PEO, AFWERX, OSD, and Munitions Directorate senior staff and program managers in formulation of topics, prioritization, status updates, electronic tool usage, data related to, but not limited to, topics, proposals, budgets, briefings, all digital updates and correspondence, computer software system updates, process guidance and status reports.

+ Advise and assist the RW Finance Office (RWF) in responding to tasks through the direction of their office, Branch or Division.

+ Assist and guide RW Contracting Officer (RWK) with any all information regarding SBIR/STTR phase I, II and III efforts including Literature Searches, CDRLs and ensuring all contract preparation documents are accurate and completely signed and routed through branches and divisions. Including new systems guidance and status of contract efforts. Ability to independently follow up and match contracts with SBIR/STTR topics and ensure accuracy. Track period of performance end dates to prepare request letters for opportunity to propose prior to Phase I contract ending.

+ Independent thorough review of documentation to ensure submissions adhere to the Air Force SBIR/STTR Solicitation requirements including AFWERX efforts.

Who We Are

Oasis Systems is a premier provider of customer-driven, cost-effective, and quality Engineering Services; Enterprise Systems and Applications; Human Factors Engineering; Information Technology and Cyber Security; Professional Services; and Specialized Engineering Solutions to the Department of Defense, Federal Aviation Administration, Nuclear Regulatory Commission, and other Federal Agencies.

We strive to be an exciting and welcoming company that attracts, develops, motivates and retains the most talented, skilled and dedicated people in the industry; where they are encouraged to achieve personal excellence, purpose, and their full potential and career aspirations, while supporting mission-critical national security technologies and programs.

Oasis Systems is an equal opportunity employer and does not discriminate in hiring or employment on the basis of any legally protected characteristic including, but not limited to, race, color, religion, national origin, marital status, gender, sexual orientation, ancestry, age, medical condition, military veteran status or on the basis of physical handicap which, with reasonable accommodation, render the application to satisfactorily perform the job available.

Job LocationsUS-FL-Shalimar


Posted Date 2 weeks ago (9/29/2022 7:43 AM)

Category Accounting/Finance

Job Title: Small Business Counselor

Sector: Program Administration

Employment Category: Regular

Employment Type: Full-Time

Open to Expatriates: No

Location: Atlanta, GA USA

Job Description

Job Overview:The Small Business Counselor will support the continued development of the IRC's Small Business Development Program. This position offers one-on-one business advice on start-up assistance, financial literacy, selling online, managing a business, and more. The program focuses on enhancing partnerships with local organizations, small businesses, and the entrepreneurial community to provide assistance to refugee and immigrant communities. Assistance includes financial assistance and access to capital; contracting and procurement; marketing, operations, business development, and exporting; and industry-specific training.

Responsibilities:

+ Assist in conducting outreach and recruitment of participants, screen interested individuals for eligibility.

+ Provide one-on-one business counseling and management assistance to new and existing small businesses including start-up and expansion.

+ Lead training programs on a variety of topics including marketing, financial literacy, starting a business, best business practices, etc.

+ Data entry to log key outcomes such as milestones, scope of work, surveys, etc.

+ Maintain accurate program records and eligibility information, including case files and client data entry.

+ Assist business financing readiness through loan application preparation, business plans, and financial statements.

+ Underwrite and package loan applications.

+ Proactively facilitate referrals to outside service providers as necessary to meet the diverse needs of the program participants.

+ Conduct individual case management and loan collections, including "off-site" technical assistance visits to the businesses or homes of program participants.

+ Assist in the planning and coordination of training activities and special events.

+ Develop outreach materials and assist with communication with partners.

+ Attend regularly scheduled meetings with other IRC staff and volunteers as part of the review, evaluation, and program maintenance process.

+ Other duties as assigned.

Job Requirements:

Education:Undergraduate degree in Business Administration, Finances, Public Administration, or related field. Business experience may be substituted.

Work Experience:

+ 1+ years of experience in small business development counseling and training or as a small business operator.

+ Excellent digital literacy, including Word, PowerPoint, Excel.

+ Familiarity with assessing business training needs and analysis of the following: financial reports, business, marketing plans, and market research.

+ Prior experience working with immigrant and refugee entrepreneurs is strongly desired.

+ Experience in the non-profit sector is strongly preferred.

Demonstrated Skills & Competencies:

+ Excellent organizational, record-keeping, and analytical skills.

+ Strong written and verbal communication skills.

+ Proven track record in conducting effective instructional sessions.

+ Proficiency in a second language a plus.

+ Ability to work independently, be a self-starter and maintain responsibility for multiple tasks.

Working Environment:

+ A combination of standard office environment, remote work, and 'field' time within the service delivery area to perform the outlined responsibilities.

+ May require occasional weekend and/or evening work.

COVID-19 Vaccination Requirement:In accordance with IRC's duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires candidates who are selected for interview to furnish proof of vaccination against COVID-19 in order to be considered for this position.

Commitment to Diversity and Inclusivity:IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.

Equal Opportunity Employer:We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits:We offer a comprehensive and highly competitive set of benefits! In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days depending on role and tenure, medical insurance starting at $120 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.