Senior Small Business Banking Relationship Manager

NBMBAA; Kansas City (MO); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America in the United States is seeking a results-driven Small Business Relationship Manager to deliver comprehensive financial solutions for small businesses with revenues up to $20 million. The role focuses on growing profitability, deepening client relationships, and identifying new opportunities through prospecting and referrals.

You will open and manage core accounts, collaborate with partners across departments, and leverage credit knowledge to advise on strategies that support

Qualifications

• Experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and recommend levers.
• Passion for outside sales and prospecting.
• Willingness to exceed sales goals.
• Ability to analyze client financials and industry trends.
• Ability to interpret cash flow analysis.
• Strong communication and leadership skills.
• Collaborates with banking team to solve client issues.
• Experience managing a client portfolio with relationship development.
• Knowledge of small business financial products and services.
• Familiarity with CRM platforms and banking systems.

Responsibilities

• Manage end-to-end client journey to deliver needs and drive sales.
• Identify and refer small business opportunities and conduct relationship reviews.
• Deliver branded customer experience within sales portfolios with field presence 80%+ of the time.
• Build relationships with partners to increase opportunities.
• Advise clients on credit solutions and digital capabilities to meet goals.
• Support execution of sales delivery to grow small business segment.
• Coach and develop associates and clients with a client-centric culture.

Skills

Consultative sales

Financial analysis

Relationship management

CRM proficiency

Negotiation

Credit knowledge

Communication

Leadership

Education

High School Diploma/GED

Tools

CRM systems

Job description

Bank of America in the United States is seeking a results-driven Small Business Relationship Manager to deliver comprehensive financial solutions for small businesses with revenues up to $20 million. The role focuses on growing profitability, deepening client relationships, and identifying new opportunities through prospecting and referrals.

You will open and manage core accounts, collaborate with partners across departments, and leverage credit knowledge to advise on strategies that support