Growth-Focused Biz Banking Relationship Manager New Orleans

NBMBAA

New Orleans (LA)

On-site

USD 65,000 - 90,000

Full time

46 hours ago
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Job summary

Bank of America in New Orleans is seeking an experienced Small Business Banker to manage the end-to-end client journey, drive sales opportunities, and mitigate risk while delivering a branded customer experience. You will open core business accounts and support growth of the small business client base.

The role requires strong financial analysis, credit knowledge, and the ability to interpret financial statements.

Qualifications

  • Has proven success in consultative sales in financial services and/or business-to-business sales
  • Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Is motivated 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

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
Written Communications
Coaching
Interpret Relevant Laws, Rules, andReg
Prospecting
Risk Management

Education

High School Diploma/GED or equivalent

Tools

CRM platforms
Banking systems

Job description

Bank of America in New Orleans is seeking an experienced Small Business Banker to manage the end-to-end client journey, drive sales opportunities, and mitigate risk while delivering a branded customer experience. You will open core business accounts and support growth of the small business client base.

The role requires strong financial analysis, credit knowledge, and the ability to interpret financial statements.

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