Growth-Oriented Small Business Banking Relationship Manager

Bank of America

Kansas City (MO)

On-site

USD 95,000 - 125,000

Full time

9 days ago

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Job summary

Bank of America is seeking a driven Small Business Relationship Manager to manage end-to-end client journeys, deepen relationships, and drive sales growth for small businesses with revenues up to $20 million. You will collaborate with partners across Merchant, Treasury, and Business Banking to deliver tailored banking solutions and credit advice in support of client goals.

You will spend significant time in the field, prospected opportunities, and overseeing a diverse client portfolio while

Qualifications

  • Experience in consultative sales in financial services or B2B sales.
  • Ability to interpret financial statements and identify levers.
  • Outside sales orientation and prospecting enthusiasm.
  • Experience growing client relationships and hitting sales targets.
  • Ability to analyze client financials and industry trends.
  • Ability to interpret cash flow statements.
  • Excellent communication and leadership.
  • Collaborative with bank partners to solve client issues.
  • Experience managing a client portfolio with relationship depth.
  • Knowledge of small business financial products and services.

Responsibilities

  • Manages end-to-end client journey to deliver client needs and drive sales opportunities while mitigating risk.
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting client 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 to increase small business opportunities.
  • Leverages knowledge of credit to advise small business owners on solutions and digital capabilities.
  • Supports execution of the sales delivery model to achieve growth of the small business segment.
  • Coaches, develops, and delivers feedback to associates and clients while embodying client-centered culture.

Skills

Client Experience
Relationship Management
Prospecting
Financial Analysis
Oral Communications
Leadership
CRM platforms
Banking systems

Education

High School Diploma/GED or equivalent work experience

Tools

CRM platforms
Banking systems

Job description

Bank of America is seeking a driven Small Business Relationship Manager to manage end-to-end client journeys, deepen relationships, and drive sales growth for small businesses with revenues up to $20 million. You will collaborate with partners across Merchant, Treasury, and Business Banking to deliver tailored banking solutions and credit advice in support of client goals.

You will spend significant time in the field, prospected opportunities, and overseeing a diverse client portfolio while

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