Business Banking Relationship Manager

Bank of America

Oklahoma

On-site

USD 65,000 - 100,000

Full time

8 days ago

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Job summary

Bank of America in the United States is seeking a Small Business Relationship Manager to grow and deepen client relationships within the bank's Small Business segment.

The role emphasizes end-to-end client journey management, prospecting for new opportunities, and delivering a branded, high-quality customer experience in the field most of the time, with in-office culture and role-specific flexibility.

Qualifications

Experience in consultative sales in financial services or B2B sales.
Ability to interpret financial statements and drive levers.
Outside sales focus with prospecting activity.
Experience maintaining and expanding client relationships.
Ability to analyze clients' financial conditions and industry trends.
Strong communication and leadership capabilities.
Experience coordinating with cross-functional bank teams.
Knowledge of small business financial products.
Familiarity with CRM platforms and banking systems.

Responsibilities

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 to increase small business opportunities.
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities.
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

Consultative sales

Relationship management

Prospecting

Financial analysis

Credit knowledge

Communication skills

Leadership ability

Client portfolio management

Negotiation

CRM familiarity

Education

High School Diploma

Undergraduate degree in business/finance/economics preferred

Tools

CRM platforms

Banking systems

Job description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.

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

Required Qualifications

Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems

Desired Qualifications

Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills