Business Banking Relationship Manager - Cherry Hill, NJ

Bank of America; Eddington (PA); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution is looking for a Business Banking Relationship Manager to provide comprehensive financial solutions to small businesses. This role involves managing client relationships, identifying new business opportunities, and enhancing financial performance. The ideal candidate will have a strong background in sales and financial analysis, demonstrating a commitment to customer service and community leadership.

Qualifications

• Experience in consultative sales in financial services or business-to-business.
• Ability to analyze financial conditions and trends.
• Demonstrated success in managing a client portfolio.

Responsibilities

• Manage end-to-end client journey and driving sales opportunities.
• Identify and refer specialized small business opportunities.
• Deliver a branded customer experience with 80% time in the field.

Skills

Client Experience Branding

Client Management

Financial Analysis

Risk Management

Prospecting

Education

Undergraduate degree in business, finance or economics preferred

Tools

CRM platforms

Job description

Business Banking Relationship Manager - Cherry Hill, NJ

Cherry Hill, New Jersey;Langhorne, Pennsylvania; Bensalem, Pennsylvania

**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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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:**

+ Client Experience Branding

+ Client Management

+ Client Solutions Advisory

+ Customer and Client Focus

+ Pipeline Management

+ Credit Documentation Requirements

+ Financial Analysis

+ Oral Communications

+ Prioritization

+ Written Communications

+ Coaching

+ Interpret Relevant Laws, Rules, and Regulations

+ Prospecting

+ Risk Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notic...) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.