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Small Business Associate Jobs in Florida (NOW HIRING)

DiMercurio Advisors

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax ...

Ace Hardware

B2B Sales Associate

Neptune Beach, FL

$15 - $18/hr

They are small business owners who are local and loyal...just like it ought to be. While others have become large and impersonal, at Ace, we've remained small and very personal. That's why we say a ...

Ace Hardware

B2B Sales Associate

Neptune Beach, FL · On-site

$15 - $18/hr

They are small business owners who are local and loyal...just like it ought to be. While others have become large and impersonal, at Ace, we've remained small and very personal. That's why we say a ...

Resort Apparel and Gifts

Be Seen First

Retail Sales Associate

Orlando, FL · On-site

$17 - $18.50/hr

Retail Sales Associate - Fulltime Resort Apparel and Gifts is a family-owned small business operating gift and apparel shops in the Loews Portofino Bay Hotel at Universal Orlando. We are looking for ...

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Small Business Associate information

What are the key skills and qualifications needed to thrive as a Small Business Associate?

To thrive as a Small Business Associate, you need a solid understanding of business operations, financial principles, and customer service, often supported by a degree in business or related experience. Familiarity with tools like CRM software, accounting systems such as QuickBooks, and office productivity suites is typically required. Strong communication, problem-solving abilities, and adaptability enable you to effectively support clients and handle diverse business challenges. These skills are crucial for ensuring seamless business operations, fostering client relationships, and driving growth in a dynamic small business environment.

How does a Small Business Associate typically collaborate with other departments to support client needs?

Small Business Associates often work closely with teams such as lending, customer service, and marketing to ensure that small business clients receive comprehensive support. This collaboration may involve coordinating with loan officers to process applications, partnering with marketing to deliver targeted outreach, and liaising with customer support to resolve client issues quickly. By working cross-functionally, Small Business Associates help deliver tailored solutions that address the unique needs of each client, while also gaining a broader understanding of business banking operations.

What does a Small Business Associate do?

A Small Business Associate supports small business clients by providing guidance on financial products, business planning, and operational strategies. They often help with tasks such as loan applications, account management, and connecting clients to relevant resources. Their goal is to assist small business owners in achieving growth and managing their business finances effectively. This role typically involves both customer service and administrative responsibilities, requiring a strong understanding of small business needs.

What is the difference between Small Business Associate vs Small Business Coordinator?

AspectSmall Business AssociateSmall Business Coordinator
CredentialsTypically requires a high school diploma or associate degree; some roles prefer business or related certificationsSimilar; often requires a high school diploma or associate degree, with additional certifications beneficial
Work EnvironmentOffice settings, client meetings, administrative tasksOffice-based, customer service, project coordination
Employer & Industry UsageUsed in small business support, finance, and administrative rolesCommon in small business management, support, and administrative functions

Both roles support small business operations, often sharing similar credentials and work environments. The Small Business Associate typically handles administrative and support tasks, while the Small Business Coordinator may focus more on project management and client interactions. The roles are closely related and often overlap depending on the organization.

What is the easiest small business associate job to get?

The easiest small business associate jobs typically involve entry-level roles such as administrative assistant or customer service representative, which often require minimal prior experience and basic skills like communication and organization. These positions may also be available with on-the-job training and do not usually require advanced certifications or degrees.
What are the most commonly searched types of Small Business jobs in Florida? The most popular types of Small Business jobs in Florida are:
What cities in Florida are hiring for Small Business Associate jobs? Cities in Florida with the most Small Business Associate job openings:
Small Business Associate jobs near you

Business Solutions Advisor - Coddingtown Center

Bank of America

Santa Rosa Beach, FL • On-site

$26 - $34.67/hr

Full-time

PTO

Re-posted 19 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
  • Recommends financial advice and guidance that align with client financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:
  • Has demonstrated experience and proven success with business-to-business sales and/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
  • Can build productive partnerships and working relationships
  • Is experienced with outbound phone sales

Desired Qualifications:
  • Experience with financial information, spreadsheets and financial skills
  • Experience with in-person 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

Skills:
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:
FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Santa Rosa - 1155 W Steele Ln - CODDINGTOWN CENTER BC (CA3134)
Pay and benefits information
Pay range
$26.00 - $34.67 hourly pay, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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