Small Business Banking Relationship Advisor

Bank of America; Salinas (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in the United States is seeking a skilled Small Business Relationship Manager to help clients grow profitability while deepening relationships across the small business segment. You will open and manage accounts, prospect new opportunities, and coordinate with partners to deliver tailored financial solutions.

This role requires strong financial analysis, excellent communication, and a proven track record in outside sales.

Qualifications

• Proven consultative sales experience in financial services or B2B.
• Ability to analyze financial statements and cash flow.
• Experience growing small business client portfolios.
• Strong communication and relationship-building skills.

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.
• 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 that meet goals.
• Supports execution of the sales delivery model to achieve targeted performance and growth of the Small Business segment.
• Coaches, develops, guides, and delivers feedback to associates and clients.

Skills

Consultative sales

Financial analysis

Prospecting

CRM proficiency

Communication

Education

Bachelor's Degree in business/finance/economics or related field

Tools

CRM systems

Job description

Bank of America in the United States is seeking a skilled Small Business Relationship Manager to help clients grow profitability while deepening relationships across the small business segment. You will open and manage accounts, prospect new opportunities, and coordinate with partners to deliver tailored financial solutions.

This role requires strong financial analysis, excellent communication, and a proven track record in outside sales.