Small Business Manager Resume Sample
Work Experience
- Monitor controllable non-interest expenses and revenues of the region’s profitability to ensure both short and longer term targets are met or exceeded, working with management to leverage best practices and expense reduction opportunities
- Monitor credit origination and credit portfolio performance / asset quality for the region’s portfolio to ensure that it is maintained at acceptable levels. (Note: This does not require the Region President to be credit qualified in all instances.)
- Hire and deploy staff within the existing complement, as required
- Monitoring authority to maintain familiarity with Business Bankers’ activity in the region and the overall credit portfolio
- Provide support to each other as required
- Provide/request information in a timely manner
- Discuss/plan Human Resource strategies for local market
- Establish annual and medium-term financial, market share, customer and sales objectives for region and each of the key customer segments within PCCG
- Leverage cross-business and cross-channel opportunities
- Align Support Activity with Local Leadership and Fosters Key Partner Collaboration. Communicate weekly with District Executives
- Ensure compliance with all necessary regulations by providing oversight over key activities. Ensure all required training is completed by team
- Manage Business Banking Relationship Managers. Provide coaching for portfolio management routines, sales process and prospecting activities
- Experience in Sales and Relationship Management
- Business Banking or Business lending
- Experience in Banking Sales Management, Advanced business development skills with broad market knowledge and presence
- Become an expert in Facebook’s solutions for businesses of all sizes
- Excellent communication and presentation skills, with the ability to serve as a spokesperson for Facebook
- Excellent ability to prioritize and focus on driving growth
- Proven technical aptitude and the ability to influence product development strategies
- Client-facing experience in partner management or account management
- Act as the point person for all escalations related to the New Account Opening process and Small Business Client Experience; ensure escalations are monitored and responded to promptly. Partner with the Region’s Operations Manager to understand and address common errors and escalate as appropriate
- Support the ongoing Small Business Specialist identification process and day-to-day operations of Small Business Banking within your Region; including recommended Small Business Specialist coverage and maintaining the small business training requirements of the Region’s Small Business Specialist population
- Lead person for all escalations related to the New Account Opening process and Small Business Client Experience; ensure escalations are monitored and responded to promptly. Partner with the Region’s Operations Manager to understand and address common errors and escalate as appropriate
Education
Professional Skills
- Excellent Phone Skills and Experience with Phone Based Sales
- Excellent monitoring, coaching and people management skills
- Strong UBS process and tools skills (e.g. CAWB, CASAO, MS Office, pivot tables) as well as the company's business drivers
- Excellent sales process skills: Call Preparation, Execution, Follow-up
- Outbound calling and consultative sales skills
- Experience communicating effectively across all levels of the organization and business partners
- Proven Sales and Lending experience in a fast-paced environment
How to write Small Business Manager Resume
Small Business Manager role is responsible for credit, commercial, analysis, insurance, cash, excel, coaching, english, microsoft, loan.
To write great resume for small business manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Small Business Manager Resume
The section contact information is important in your small business manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Small Business Manager Resume
The section work experience is an essential part of your small business manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous small business manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular small business manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Small Business Manager resume experience can include:
- Support the ongoing Small Business Specialist identification process and day-to-day operations of Small Business Banking within your Regions; including recommended Small Business Specialist coverage and maintaining the small business training requirements of the Region’s Small Business Specialist population
- Proven track record of collaborating with cross-functional groups to produce meaningful results and proven ability to build strong working relationships inside and outside of Facebook
- Experience of management experience with demonstrated experience of leading and inspiring others. Proven ability to build strong working relationships inside and outside of Facebook
- Strong skills in loan underwriting and loan structuring
- Fluency & excellent communication skills in English and a Native French speaker
- Strong project management and organizational skills to handle multiple projects
Education on a Small Business Manager Resume
Make sure to make education a priority on your small business manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your small business manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Small Business Manager Resume
When listing skills on your small business manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical small business manager skills:
- Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization. Bilingual applicants required
- Demonstrated experience using and integrating business/consumer credit scoring into the loan decision process and portfolio management process
- Demonstrated experience in developing service level metrics and measuring/reporting on results
- Experience in online media sales, agency, online advertising and marketing experience
- Strong and proven knowledge of sales process and techniques
- Extensive knowledge of advertising industry with a strong understanding of the digital advertising ecosystem
List of Typical Experience For a Small Business Manager Resume
Experience For Small Business Channel Manager Resume
- Experience in commercial lending/small business lending (either production or credit roles)
- Support field sales leadership in managing the credit pipeline, driving/inspecting the sales process & evaluating results/talent
- Help drive the team’s sales strategy, operational efficiency and knowledge sharing initiatives
- Manage the customer lifecycle strategy from acquisition through to Early Engagement and define strategies to optimize portfolio performance
- Own product targeting and segmentation strategy including identifying business owner segment insights and defining strategies to engage the small business owner base
Experience For Small Business Solutions Manager Resume
- Assess relevant Small Business Owner, competitor and industry insights to help define strategies to grow the portfolio
- Responsible for day-to-day partner relationship with Costco small business membership manager, understanding goals and strategies and effectively developing program strategies and campaigns that leverage insights and contribute to Costco’s overall goal of growing small business segment/customer base
- Responsible for Visa Costco small business product manager relationship; influence and integrate Costco Co-Brand goals into Visa acceptance strategies and campaigns
- Become an expert in Facebook’s solutions for businesses of all sizes and adapt recommendations quickly to suit varying partner needs
- Work directly with agencies to improve the performance of their client’s Facebook Pages and advertising campaigns
Experience For Senior Manager Business Transformation Small Business Resume
- Ensure Costco feedback and, where appropriate, approval into overall go-to-market strategy
- Experience of management experience with demonstrated experience of leading and inspiring others. Proven ability to build strong working relationships inside and outside of Facebook
- Knowledge of regulatory compliance requirements. Ability to stay abreast of industry trends, as well as legislation and regulations that impact the business
- Extensive knowledge of credit and non-credit services offered
- Develop a comprehensive understanding of client’s needs, based on the review and analysis of personal and small business financial data gathered through meetings and relationship reviews as requested by the store
Experience For Small Business Segment Manager, Director Resume
- Partner with the small business sales leadership team to improve Small Business Banker credit knowledge and expertise, uncover hidden opportunities, improve overall sales performance and reduce banker variability
- The “go to” resource for field sales teams for all things related to small business credit
- Help bankers deliver business credit to their clients & maximize their business credit results by providing credit knowledge, credit process, sales, business development, client management & client experience support
- This role requires strong coaching skills to build SBB acumen on understanding customers’ credit & treasury needs and helping SBBs recommend and deliver solutions, ultimately leading to deeper overall relationship and client satisfaction
- Experience in a professional services firm
- Catalyst for credit growth and partner with teams on driving initiatives & performance
Experience For Small Business Market Manager Resume
- Support onboarding new SBBs to ensure early investment and quick adoption improve the understanding of credit & treasury and drive sales of those products in their assigned areas of responsibility
- Collaborate with Partners and small business group to assist in planning, execution and completion of a wide range of review and compilation engagements, both independently and as part of a team
- Analyze financial information, accounting processes and operations procedures
- Review account reconciliations and adjusting entries
- Support and manage staff through the engagement process (communication of deadlines)
- Review corporate, non- profit organization information and charitable tax returns
- Review of financial statements and related note disclosures
Experience For Manager, Small Business Resume
- Recruit, train, and coach new sales representatives
- Implement and administer sales programs in Matrix markets to maximize opportunities
- Provide exceptional customer service to internal and external customers, improving customer satisfaction to achieve divisional goals to significantly increase market share,
- Canadian CPA designation
- Credit Quality: Ensuring the team is pro-actively monitoring the credit quality of their portfolios through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting and properly analyzing financial information. Partnering with the credit team to recommend and take appropriate corrective actions as needed
- Ensures that the models surrounding the provisioning process and delinquency forecast are accurate, validated, and remain relevant for both the Bank’s needs and regulatory standards. Develops, maintains, and enhances allowance models to improve risk measurements, analysis of provisioning activity, investigation and forecasting trends, as well as supports Bank or industry initiatives
List of Typical Skills For a Small Business Manager Resume
Skills For Small Business Channel Manager Resume
- Strong Direct & Retail marketing capabilities with deep experience (+8 years) in developing GTM strategies
- Strong sense of pride and ownership for growing, managing
- Demonstrated associate coaching and development success
- Experience managing 14-18, B2B sales people
- Demonstrated understanding of the financial services industry
- Strong understanding of SEP, SIMPLE and other Small Business Solutions
- Mid-level MS Excel, MS PowerPoint, and WebEx experience
- Virtual and in-person presentation experience
- Hands on experience in sales and ability to deliver high performance standards
Skills For Small Business Solutions Manager Resume
- Previous experience in a Call Centre environment
- Related work experience in pensions or financial services
- Experience in the use of CRM systems such as Siebel to manage sales process and funnel
- Understanding of how BAC core systems work (credit,
- Mall Business experience; Commercial credit and treasury/ cash management background; Excellent sales process skills: Call preparation, execution and follow-up
- Root cause analysis and action planning
- Support team members in their overall performance planning and professional development
- Proficient in Microsoft Office programs, including but not limited to Word, Excel, and PowerPoint
Skills For Senior Manager Business Transformation Small Business Resume
- Aptitude for problem solving; ability to determine solutions for customers (consultative sales approach
- Contribute to Small Business Banking's strategic objectives by
- This is a CIBC@WORK environment, which means there is work from home one day per week
- Demonstrated skills in financial analysis and risk assessment, using common credit evaluation frameworks (such as the five C’s) to determine credit worthiness
- Ensure the delivery of a high standard of customer service and foster overall customer satisfaction that is consistent with the Bank’s Service and Complaint Resolution Standards and Procedures
- Effective recruiting of staff
Skills For Small Business Segment Manager, Director Resume
- Contribute to the identification of the technology requirements for implementing the small Commercial capital model within the bank’s suite of systems
- Provide guidance and training to ensure employees achieve/sustain the necessary competencies required for their role
- Manage and coordinate lead assignments and assess workloads
- Reference the tools, strategies and processes created by Client Solutions, Customer Care Centre, and Sponsor Care Centre to develop Business Centre Best Practises for the effective management and measurement of the quality, service delivery and productivity of the team
- Advanced knowledge of small business and other credit products and services that result in successfully capitalizing on all opportunities to offer the Bank’s products
- Fluent in English and German, French and/or Spanish are considered an advantage
- Lifecycle Product development experience including competitive analysis, framework, qualitative and quantitative research experience and ability to draw insights into next generation products, keeping the Costco Program relevant, fresh and ahead of the competition (Sam’s Club, BJ’s)
- Familiarity with vehicle and media strategies, objectives and best practices
- Deliver projects and answer inquiries on time
Skills For Small Business Market Manager Resume
- Knowledge of Salesforce.com tool for funnel management and MS Office
- Flexible Style ("do whatever it takes" approach)
- Travel, nights and weekends, to accommodate the Customer's agenda
- Certified with l’Autorité des marchés financiers in 2A or 2C categories
- A professional designation associated with the group retirement services industry (e.g. CEBS, RPA, CSC, IFIC, CFP, CIM, or other)
- Registration required – Series 7 and 63
Skills For Manager, Small Business Resume
- Willingness/Ability to obtain a Series 24 within 6 months of hire
- Developing a roadmap (e.g., milestones, owners, timing) for execution of targeted opportunities related to credit limit increases, pre-approval criteria, authorization limits, minimization of attrition rates, retention strategies, collections, fraud, credit card penetration, pricing, etc
- Supporting the test/learn environment for new opportunities by coordinating with the Business Transformation and Analytics team to oversee transition from test and learn to successful implementation
- Working with partners to generate buy-in around key opportunities and by pulling effective levers in upcoming product / campaign cycles to oversee analysis to justify recommendations, and provide context, as required, on how actions fit into wider Small Business strategy
- Proven sales experience in a fast-paced environment
- Extensive relationship management, time management, interpersonal and communication skills
- Strong customer and sales focus
- Previous experience presentation and in sales
- Monitoring competitive data and industry benchmarking in relation to risk and growth initiatives
Skills For Ace-lending Solutions Manager, Small Business Resume
- Effectively managing and prioritizing multiple business initiatives, projects and ad-hoc analysis with business stakeholders and/or external partners/consultants
- Working to proactively engage GRM in recommending, enhancing and getting approval for enhanced risk-reward capabilities and policies in order to optimize profitability of the portfolio, ensure that products are competitively positioned and priced correctly in order to maximize P/L goals and grow our customer base
- Working with other key business lines and product groups, including but not limited to: internal Small Business partners, GTB, CK&I, CIM, Credit Cards and Marketing teams to create new and effective ways to target customers and increased profitability
- Related experience in sales/marketing management
- Previous supervision/leadership and coaching experience is required
- Develop team capability and manage the portfolio and risk-reward initiatives by
- Evaluate -Continually evaluate processes for efficiencies, including simplification and introduce innovative ways to evaluate quality assurance programs and fraud prevention processes
- Collaborate- Work with the Sr. Manager to provide results and trends from the Small Business reviews, and prepare presentation decks to summarize and communicate results
Skills For Senior Manager Business Risk Optimization Small Business Banking Resume
- Knowledge - Comprehensive knowledge of Small Business Adjudication operations, credit policies, including credit principles, practices, processes, products and services
- Communication - Well-developed communication skills, verbal and written, sufficient to provide clear and detailed explanation and interpretation of information, analysis and recommendations
- Agile - Ability to adapt and develop new strategies for continued efficiencies, and conceptualization of new approaches in Quality Assurance and Fraud Detection
- Fluency & excellent communication skills in English and one of the following languages, Polish, Greek, Czech, Hungarian, Romanian or Russian
- Experience in online media sales, agency, online advertising and marketing experience
- Proficient computer skills - Microsoft Excel and Word along with other bank operating systems
- Demonstrated experience in developing and/or managing loan process work flows
- Sound loan documentation skills with a working knowledge of the Uniform Commercial Code and real estate law and title insurance issues
Skills For Manager, Small Business Market Resume
- Partner with the senior and field leadership team to identify top market priorities and execute on the highest opportunity areas to achieve those priorities
- Driving a strong focus on risk and controls
- Demonstrated working knowledge of the regulatory requirements associated with Small Business lending
- Strong knowledge of GAAP, review procedures, tax compliance and bookkeeping
- Experience in agency management, digital marketing or sales
- Setting a clear vision and strategy for Small Business Card success in support of Chase Branded Cards
- Achieving Sales, OS, Revenue and Income targets
Skills For Manager, GRS Small Business Centre Resume
- Achieving client acquisition and retention targets
- Managing the CFPB Small Business Card exam and Audit
- Delivering the CCS contribution to overall firm wide Small Business targets (Small Business Next Generation and Chase Business Online)
- Building exceptional relationships with internal partners across lines of business and centers of excellence
- Develop sales representatives for advancement and success by appraising and communicating performance and job expectations
- Business Banking or Business lending Between 12 -15 years
- Partner with Citi Cards’ marketing team to define the products’ acquisition strategies