Growth-Focused Small Business Banking Relationship Manager

Bank of America

Frisco (TX)

On-site

USD 90,000 - 120,000

Full time

14 days+
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Job summary

Bank of America seeks a proactive Small Business Banking professional to manage client relationships and drive growth across the small business segment. You’ll open core accounts, consult on financial needs, and collaborate with partners to deliver comprehensive solutions.

The role emphasizes relationship depth, prospecting, and leveraging credit knowledge to meet short- and long-term business goals in a collaborative in-office culture.

Qualifications

  • Experience in consultative sales or B2B sales
  • Ability to interpret financial statements and recommend levers
  • Proven prospecting and outside sales abilities
  • Strong communication and leadership skills
  • Experience managing a client portfolio and deepening relationships

Responsibilities

  • Manage end-to-end client journey to deliver on client needs and drive sales
  • Identify and refer small business opportunities and conduct relationship reviews
  • Deliver a branded customer experience within sales portfolios and be in the field 80% of the time
  • Foster relationships with partners to increase small business opportunities
  • Advise clients using knowledge of credit and financial services to meet goals
  • Support sales delivery to grow the bank's Small Business segment
  • Coach and provide feedback to associates and clients within a client-centric culture

Skills

Client Experience Branding
Client Management
Credit Analysis
Prospecting
Risk Management
Oral Communications
Written Communications
Coaching

Education

High School Diploma/GED
Undergraduate degree (business/finance/economics) preferred

Tools

CRM platforms
Banking systems

Job description

Bank of America seeks a proactive Small Business Banking professional to manage client relationships and drive growth across the small business segment. You’ll open core accounts, consult on financial needs, and collaborate with partners to deliver comprehensive solutions.

The role emphasizes relationship depth, prospecting, and leveraging credit knowledge to meet short- and long-term business goals in a collaborative in-office culture.

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