Business Banking Relationship Manager (SB)

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

Job summary

An established industry player seeks a Business Banking Relationship Manager to provide comprehensive financial solutions to small businesses. This role involves managing client relationships, driving profitability, and acquiring new clients through proactive networking. With a commitment to an inclusive workplace, this position offers the chance to make a significant impact while fostering relationships with key partners. Join a team that values your contributions and supports your professional growth in a dynamic environment focused on responsible growth and community engagement.

Qualifications

• Experience in managing client relationships and delivering financial solutions.
• Strong skills in financial analysis and client management.

Responsibilities

• Manage the client journey to drive sales opportunities while mitigating risk.
• Identify and refer specialized small business opportunities to clients.

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) page is loaded

Business Banking Relationship Manager (SB)

Apply locations West Covina time type Full time posted on Posted 2 Days Ago job requisition id 25019399

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 $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 - West Covina - 2901 E Eastland Center Dr - EASTLAND BC (CA7158)Pay and benefits informationPay range$67,000.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis 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.BenefitsThis 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.

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Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

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•Do be brief. Resumes should be 1-2 pages in length.
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1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
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