Business Banking Relationship Leader: Growth & Solutions

Bank of America; Atlanta (GA); On-site; USD 75,000 - 130,000; Full time

Job summary

Bank of America is seeking a skilled professional to manage and deepen relationships with small business clients, delivering financial solutions and growing a portfolio. The role emphasizes prospecting, understanding financial statements, and collaborating with partners to drive revenue growth.

Ideal candidates bring consultative sales experience in financial services, strong communication skills, and a client-centric mindset.

Qualifications

• Has proven success in consultative sales in financial services and/or B2B sales.
• Demonstrated ability to interpret financial statements and leverage levers to improve outcomes.
• Outside sales mindset with a track record of prospecting and building relationships.

Responsibilities

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Skills

Client Experience

Client Management

CRM Platforms

Prospecting

Credit Docs

Financial Analysis

Oral Communications

Written Communications

Coaching

Risk Management

Regulatory Knowledge

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a skilled professional to manage and deepen relationships with small business clients, delivering financial solutions and growing a portfolio. The role emphasizes prospecting, understanding financial statements, and collaborating with partners to drive revenue growth.

Ideal candidates bring consultative sales experience in financial services, strong communication skills, and a client-centric mindset.