Growth-Focused Business Banking Advisor

Bank of America; Chicago (IL); On-site; USD 90,000 - 110,000; Full time

Job summary

Bank of America in Chicago seeks an experienced small business relationship professional to grow and deepen client connections. You will manage end-to-end client journeys, prospect for new opportunities, and collaborate with partners across Merchant, Treasury, and Business Banking to expand the small business portfolio.

The role emphasizes credit knowledge, advisory capabilities, and delivering a branded customer experience through in-field engagement and results-driven activity.

Qualifications

• Consultative sales in financial services and/or B2B sales
• Ability to interpret financial statements and identify levers
• Outside sales mindset with prospecting focus
• Strong relationship management and sales goal achievement
• Ability to analyze client financials and industry trends
• 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

Prioritization

Written Communications

Coaching

Interpret Relevant Laws, Rules, andReg

Prospecting

Risk Management

Education

Bachelor's Degree in business, finance, economics or related field

High School Diploma / GED / Secondary School or equivalent

Tools

CRM platforms

Banking systems

Job description

Bank of America in Chicago seeks an experienced small business relationship professional to grow and deepen client connections. You will manage end-to-end client journeys, prospect for new opportunities, and collaborate with partners across Merchant, Treasury, and Business Banking to expand the small business portfolio.

The role emphasizes credit knowledge, advisory capabilities, and delivering a branded customer experience through in-field engagement and results-driven activity.