Account Manager Small Business Finance Position Available In Richmond, New York

Assist entrepreneurs and existing small businesses on Staten Island to start, operate and expand through the successful delivery of NYC Business Solutions servicesFoster relationships with contacts at banks, alternative lenders and credit unionsConduct small business outreach and site visits to clients and potential clients up to 30% of the time including contacting 311, NYCHA, and Chamber of Commerce referral leads by phone to schedule face-to-face meetingsAssist clients in connecting with lenders and applying for financial programs including traditional bank loans, peer-to-peer lending, crowd funding, lines of credit and start up supportAssist clients in applying for government incentives and programs including training funds, Minority and Women Owned Business Enterprise (M/WBE) certification, educational resources, legal assistance, start up support, etc.

Represent

EDSI/NYC

Business Solutions at conferences, Chamber of Commerce events, job fairs, meetings, networking events and select social functions as required to generate client leads and promote Center servicesBuild and maintain relationships with community-based organizations to connect clients to services including training and recruitment servicesPlan, create and facilitate onsite, offsite, and virtual business education workshopsCreate and manage schedules for business education courses and instructorsMeet performance criteria on a weekly, monthly and annual basis

QualificationsRequired Experience:

Three years of experience in sales, financial services or community centered activities in an area related to the successful elements described aboveExperience in small business financing, loans, crowd funding and lines of creditKnowledge of small business landscape, either as previous business owner and/or advisorKnowledge of financial products, loan policies, procedures and standardsExcellent communication, analytical and interpersonal skills to provide customer serviceSales Skills – Understands the marketplace. Works to meet prospect/customer needs. Utilizes effective closing techniques. Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. Highly detail-oriented and capable of juggling multiple clientsExisting connections and experience working with businesses on Staten IslandWorking knowledge of event and client management systems including Eventbrite, Constant Contact, Zoom, Dynamics, etc.

Working knowledge of Microsoft Office Suite including Outlook, Teams, Word, Excel, PowerPoint etc.

Experience presenting to large groups and facilitating curriculumAbility to attend 2-3 monthly evening/weekend community eventsClean driving record and automobile requiredBi-lingual Spanish strongly preferred

Preferred Education:

Bachelors degree required preferably Finance and/or Business Management/Administration and/or 5+ years experience in small business advising, financial services, or entrepreneurship