Job Description

• Make outbound cold calls to contact targeted small/mid-size business owners.
• Consult and cover needs of existing Amex small business customers and recommend our Business Line of Credit based on a thorough needs analysis.
• Compliantly meet and exceed quarterly and annual scorecard targets.
• Promote and maintain adherence to Compliance and regulatory guidelines to support and protect the Blue Box and our customers. Be a champion of and for Compliance amongst your peers and within BBP Sales.
• Effectively manage lead portfolio & pipeline to drive acquisition of new Business Line of Credit customers and loan volume.
• Quickly become the subject matter expert on our Business Blueprint products (ie. Business Line of Credit) and continuously develop team knowledge and expertise.
• Continuously improve key selling skills, including building rapport, uncovering customer needs, handling objections, and closing sales.
• Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements.
• Exhibit personal excellence by consistently delivering high-quality results, demonstrating integrity and accountability, and continuously striving for improvement and professional development.
• Work from the office three days a week.

Expectations:

• Operate in a compliant and ethical manner at all times, uphold the Blue Box Values, and live the American Express Leadership Behaviors.
• Contribute to the success of Business Blueprint as a whole by being a thought leader amongst your peers.
• Become a subject matter expert (SME) on Business Line of Credit (BLOC) to best support your customers.
• Embrace a culture of feedback and coaching.
• Meet daily and monthly KPI ask, including handling/making 60+ calls per day.
• Manage a book of business, including acquisition, activation, and development of BLOC customers.

Qualifications:

• 3+ years of experience in the financial services industry, or similar highly-regulated industry.
• 3+ years of sales experience selling to SMBs preferred. Experience discussing finances with C suite.
• Track record of consistently exceeding goals in a compliant and ethical manner.
• Financial fluency and familiarity with small business cashflow needs and cycles.
• Experience adhering to compliance standards and expectations
• Positive “can-do” attitude and strong work ethic. Ability to use feedback in a positive way with personal accountability.
• Proven phone skills, ability to direct a sales conversation, effectively handle objections, and drive results.
• Demonstrate a solution-oriented mindset by proactively identifying challenges and taking innovative to suggest practical solutions that enhance team performance.
• Confident and friendly communication style.
• Bachelor’s degree in business or related field preferred.

Interpersonal skills we’re looking for:

• Compliant & Ethical: Operating with a strong moral compass, doing the right thing even when it isn’t the easy thing.
• Empathy: Demonstrate that you genuinely care about others, connect with a customer's situation, and deescalate conversations.
• Proactivity: Resourceful, grit, and a positive "can-do" attitude.
• Flexibility & Adaptability: Can handle rapidly changing priorities and demonstrate resilience in the face of change.
• Follow-Through: Follows through on items without being micro-managed. Takes ownership over their work and results.
• Multitasking: Being able to use multiple applications at the same time to effectively resolve issues.
• Communication: Excellent interpersonal communication skills and ability to work across multiple groups with ease.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.

As part of Team Amex, you’ll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.