Growth-Focused Small Business Banking Relationship Manager

Bank of America

United States

On-site

USD 90,000 - 110,000

Full time

4 days ago
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Job summary

Bank of America is hiring for a Small Business Banking role focused on delivering comprehensive financial solutions to small businesses with revenues up to $20 million and deepening client relationships. You will manage end-to-end client journeys, drive sales opportunities, and collaborate across bank partners to expand opportunities while mitigating risk.

The role emphasizes outside sales, prospecting, and leveraging credit knowledge to meet short and long-term business goals, with in-office

Qualifications

  • Has proven success in consultative sales in financial services or in business-to-business sales.
  • Able to interpret financial statements and recommend levers to improve financial outcomes.
  • Outside sales passion with prospecting enthusiasm.
  • Wants to exceed sales goals and deepen relationships.
  • Can analyze financial conditions of clients and industry trends.
  • Can interpret cash flow statements.
  • Excellent communication and leadership abilities.
  • Enjoys partnering with a team of bank employees to solve client issues.
  • Demonstrated management of a client portfolio with relationship development.
  • 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
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and
Prospecting
Risk Management

Education

High School Diploma/GED

Tools

CRM platforms

Job description

Bank of America is hiring for a Small Business Banking role focused on delivering comprehensive financial solutions to small businesses with revenues up to $20 million and deepening client relationships. You will manage end-to-end client journeys, drive sales opportunities, and collaborate across bank partners to expand opportunities while mitigating risk.

The role emphasizes outside sales, prospecting, and leveraging credit knowledge to meet short and long-term business goals, with in-office

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