Field-Driven Small Business Banking Relationship Manager

Bank of America; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a seasoned Small Business Banking professional to provide financial solutions for clients with up to $20M in revenue. You will nurture relationships, prospect new opportunities, and open core small business accounts while adhering to procedures.

The role emphasizes field activity, cross-functional collaboration, and a client-centric approach to drive growth and profitability for our Small Business segment.

Qualifications

• Proven consultative sales experience in financial services or B2B sales.
• Able to interpret financial statements and drive outcomes.
• Passion for outside sales and prospecting.
• Strong relationship-building and sales goal attainment.
• Ability to analyze client finances and industry trends.
• Excellent communication and leadership.
• Team player with cross-functional collaboration.
• Knowledge of small business financial products.
• CRM and banking systems familiarity.

Responsibilities

• Manage end-to-end client journey to deliver needs and sales opportunities.
• Identify and refer small business opportunities and conduct reviews.
• Provide branded customer experience; be in the field 80%+ of the time.
• Foster relationships with partners to increase opportunities.
• Advise on credit, services, and digital capabilities to meet goals.
• Support sales delivery model to grow the Small Business segment.
• Coach and develop associates and clients with a client-centric culture.

Skills

Consultative sales

Outside sales

Financial statement analysis

Effective communication

Relationship development

CRM familiarity

Leadership ability

Portfolio management

Small business banking knowledge

Education

High School Diploma/GED

Bachelor's degree preferred

Tools

CRM platforms

Banking systems

Job description

Bank of America is seeking a seasoned Small Business Banking professional to provide financial solutions for clients with up to $20M in revenue. You will nurture relationships, prospect new opportunities, and open core small business accounts while adhering to procedures.

The role emphasizes field activity, cross-functional collaboration, and a client-centric approach to drive growth and profitability for our Small Business segment.