Small Business Banking Growth Advisor

NBMBAA; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Small Business Banking professional in Charlotte, NC, to manage the end-to-end client journey, drive sales, and deepen relationships with high-value clients. You will leverage credit knowledge and financial analysis to advise on solutions, while collaborating with partners across Treasury, Merchant, and Business Banking to expand opportunities.

The role requires consultative sales experience, strong communication, and a client-centric approach, with a field presence

Qualifications

• Has proven success in consultative sales in financial services and/or business-to-business sales.
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers.
• Is passionate about outside sales and enjoys spending time prospecting.
• Is motivated to enhance existing relationships and exceed sales goals.
• Can analyze financial conditions of clients and industry trends.
• Can understand and interpret financial statements and cash flow analysis.
• Has excellent communication skills and demonstrated leadership ability.
• Enjoys partnering and negotiating with a team of bank employees to solve client issues.
• Demonstrated management of a client portfolio with focus on relationship development and deepening.
• 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 to increase small business opportunities.
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities.
• 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 Management

Prospecting

Credit Knowledge

Financial Analysis

Oral Communications

Written Communications

Coaching

Relationship Development

CRM platforms

Banking systems

Education

Bachelor’s degree in business/finance/economics

High School Diploma / GED

Tools

CRM platforms

Banking systems

Job description

Bank of America is seeking a Small Business Banking professional in Charlotte, NC, to manage the end-to-end client journey, drive sales, and deepen relationships with high-value clients. You will leverage credit knowledge and financial analysis to advise on solutions, while collaborating with partners across Treasury, Merchant, and Business Banking to expand opportunities.

The role requires consultative sales experience, strong communication, and a client-centric approach, with a field presence