Business Banking Relationship Manager (SB)

Bank of America; Newport Beach (CA); On-site; USD 67,000 - 110,000; Full time

Job summary

An established industry player is seeking a Business Banking Relationship Manager to enhance financial solutions for small businesses. In this role, you will actively manage relationships, identify growth opportunities, and deliver exceptional client experiences. Your expertise will be vital in advising clients on financial strategies while fostering partnerships that drive success. This position offers a dynamic work environment where your contributions will significantly impact the community and the businesses you serve. Join a team committed to responsible growth and make a difference in the financial lives of clients.

Benefits

Industry-leading benefits

Paid time off

Resources for employee support

Qualifications

• Experience in client management and financial advisory for small businesses.
• Strong skills in financial analysis and risk management.

Responsibilities

• Manage comprehensive financial solutions for small businesses.
• Identify and develop client relationships to drive profitability.

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

Job description

Business Banking Relationship Manager (SB)

Apply locations Newport Beach time type Full time posted on Posted 2 Days Ago job requisition id 25017195

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 a diverse and 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 Responsibilities:

• This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 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.

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

Pay Transparency details:

US - CA - Newport Beach - 4101 Macarthur Blvd - IRVINE INDUSTRIAL BC (CA6167)

Pay range: $67,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.