Business Banking Relationship Strategist

Bank of America; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Houston is seeking a Business Banking Relationship Advisor to manage a client portfolio, uncover needs, and deliver tailored financial solutions that support client growth.

The role requires 3–5 years of consultative sales in financial services or small business banking, strong communication, and the ability to analyze financial statements and cash flow. This is an in-office role with attendance requirements and competitive benefits.

Qualifications

• 3-5 years of consultative sales in financial services or small business banking.
• Ability to operate in a phone-based sales environment.
• Proven track record of expanding client relationships and meeting sales goals.
• Strong ability to assess and analyze financial statements and cash flow.

Responsibilities

• Manages a team-based portfolio of clients and uncovers needs to deliver solutions.
• Collaborates with sales and support partners across the enterprise to support opportunities.
• Consults with business clients to understand priorities and provide solutions that meet their needs.
• Delivers on excellent overall client satisfaction and relationship health.
• Partners with credit, treasury, and product partners to design and execute financial solutions.

Skills

Consultative sales

Phone sales

Client management

Financial analysis

Communication skills

Leadership ability

Education

Bachelor's degree in business/finance/economics

Tools

Salesforce

Excel

PowerPoint

Job description

Bank of America in Houston is seeking a Business Banking Relationship Advisor to manage a client portfolio, uncover needs, and deliver tailored financial solutions that support client growth.

The role requires 3–5 years of consultative sales in financial services or small business banking, strong communication, and the ability to analyze financial statements and cash flow. This is an in-office role with attendance requirements and competitive benefits.