Houston Small Business Banking Relationship Leader

Bank of America; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a Small Business Relationship Manager to provide comprehensive financial solutions to clients with revenues up to $20 million. You will manage end-to-end client journeys and deepen relationships while identifying growth opportunities and leveraging credit knowledge to advise on suitable products and services.

This role blends in-office culture with field-facing activity, requiring collaboration with partners across Merchant, Treasury and Business Banking to deliver a

Qualifications

• Required: consultative sales in financial services or B2B sales; ability to interpret financial statements and leverage levers.
• Required: outside sales orientation with prospecting focus; strong relationship development.
• Required: ability to analyze client financial conditions and industry trends; communicate effectively.
• Required: familiarity with CRM platforms and banking systems; team collaboration for client solutions.

Responsibilities

• Manages end-to-end client journey to deliver client needs and drive sales opportunities; mitigates risk.
• Identifies and refers small business opportunities; conducts client reviews.
• Delivers branded client experience in the field 80% of the time; collaborates with partners to grow opportunities.
• Leverages credit knowledge to advise on solutions and digital capabilities; supports sales delivery model.

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, andReg

Prospecting

Risk Management

Education

High School Diploma/GED or equivalent work experience

Tools

CRM platforms

Banking systems

Job description

Bank of America is seeking a Small Business Relationship Manager to provide comprehensive financial solutions to clients with revenues up to $20 million. You will manage end-to-end client journeys and deepen relationships while identifying growth opportunities and leveraging credit knowledge to advise on suitable products and services.

This role blends in-office culture with field-facing activity, requiring collaboration with partners across Merchant, Treasury and Business Banking to deliver a