Growth-Focused Business Banking Advisor

Bank of America; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States is seeking a results-driven small business relationship manager who will provide comprehensive financial solutions to small businesses and manage high-value client relationships. You will grow profitability and drive growth through prospecting, networking, and deepening client partnerships.

Collaborating with partners across Merchant, Treasury, and Business Banking, you will leverage credit knowledge and financial statement analysis to meet client goals.

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

Consultative sales

Financial analysis

Outside sales

Relationship management

CRM familiarity

Communication

Leadership

Team collaboration

Credit knowledge

Cash flow analysis

Education

Bachelor's Degree in business/finance/economics

Tools

CRM platforms

Job description

Bank of America in the United States is seeking a results-driven small business relationship manager who will provide comprehensive financial solutions to small businesses and manage high-value client relationships. You will grow profitability and drive growth through prospecting, networking, and deepening client partnerships.

Collaborating with partners across Merchant, Treasury, and Business Banking, you will leverage credit knowledge and financial statement analysis to meet client goals.