Account Manager Small Business Finance Services

Salary $60000 year

Are you passionate about empowering small businesses to grow and thrive Do you bring strong financial acumen and a solutionsfocused mindset to your work EDSI is seeking a motivated Account Manager Small Business Finance & Strategy to support entrepreneurs on Staten Island. If youre ready to combine business savvy with community impact this role is for you. At EDSI you will participate in a twoweek training program to ensure you are ready for success!

EDSI operates the Staten Island NYC Business Solutions Center serving the small business community. NYC Business Solutions is a set of services offered by New York Citys Department of Small Business Services providing a range of services to help small businesses start operate and expand their business. Services provided at our Center include business courses business planning/consultations financing assistance legal assistance hiring navigating government compliance consultations and Minority and WomenOwned Business Enterprise Certification.

Successful Elements:

• Assist entrepreneurs and existing small businesses on Staten Island to start operate and expand through the successful delivery of NYC Business Solutions services
• Foster relationships with contacts at banks alternative lenders and credit unions
• Conduct 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 facetoface meetings
• Assist clients in connecting with lenders and applying for financial programs including traditional bank loans peertopeer lending crowd funding lines of credit and start up support
• Assist 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 services
• Build and maintain relationships with communitybased organizations to connect clients to services including training and recruitment services
• Plan create and facilitate onsite offsite and virtual business education workshops
• Create and manage schedules for business education courses and instructors
• Meet performance criteria on a weekly monthly and annual basis

Required Experience:

• Three years of experience in sales financial services or community centered activities in an area related to the successful elements described above
• Experience in small business financing loans crowd funding and lines of credit
• Knowledge of small business landscape either as previous business owner and/or advisor
• Knowledge of financial products loan policies procedures and standards
• Excellent communication analytical and interpersonal skills to provide customer service
• Sales 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 detailoriented and capable of juggling multiple clients
• Existing connections and experience working with businesses on Staten Island
• Working 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 curriculum
• Ability to attend 23 monthly evening/weekend community events
• Clean driving record and automobile required
• Bilingual 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

Bring your expertise to EDSI where you will be able to live our values every day: show up smile and support.