Growth-Focused Business Banking Relationship Manager

Bank of America; Boston (MA); Vor Ort; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America in Boston is seeking a high‑performing Small Business Relationship Manager to deliver comprehensive financial solutions to clients with up to $20M in annual revenue. You will manage client journeys, grow profitability, prospect new opportunities, and open core business accounts while working with partners across Merchant, Treasury, and Business Banking.

The role requires consultative sales skills, financial statement analysis, and a strong drive to expand relationships.

Qualifikationen

• Experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and use cash flow analysis.
• Strong outside sales orientation and relationship deepening skills.
• Proven ability to manage a client portfolio and meet sales goals.
• Experience managing a client portfolio in a banking environment
• Familiarity with CRM platforms and banking systems

Aufgaben

• 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.

Kenntnisse

Client Experience

Branding

Client Management

Client Solutions

Advisory

Customer Focus

Pipeline Management

Credit

Documentation

Financial Analysis

Oral Communications

Written Communications

Coaching

Prospecting

Risk Management

Ausbildung

Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience

Tools

CRM platforms

Banking systems

Jobbeschreibung

Bank of America in Boston is seeking a high‑performing Small Business Relationship Manager to deliver comprehensive financial solutions to clients with up to $20M in annual revenue. You will manage client journeys, grow profitability, prospect new opportunities, and open core business accounts while working with partners across Merchant, Treasury, and Business Banking.

The role requires consultative sales skills, financial statement analysis, and a strong drive to expand relationships.