Small Business Banking Relationship Consultant

Bank of America; Washington; On-site; USD 90,000 - 110,000; Full time

Job summary

Bank of America is seeking a results-oriented professional to manage the full client journey for small business clients with up to $20 million in annual revenue. The role focuses on growing profitability, deepening relationships, and acquiring new opportunities through prospecting and external referrals.

You will collaborate with Merchant, Treasury, and Business Banking teams to expand opportunities, leveraging credit knowledge to offer solutions and digital capabilities that meet client goals.

Qualifications

• Experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and identify levers.
• Strong outside sales drive and prospecting.
• Motivated to deepen existing relationships and exceed goals.
• Able to analyze client finances and industry trends.
• Strong communication and leadership skills.
• Collaborates with bank teams to solve client issues.
• Deep knowledge of small business financial products.

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 such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• 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

Prospecting

Client Management

Financial Analysis

CRM platforms

Relationship Building

Credit Knowledge

Negotiation

Communication

Education

Bachelor’s degree in business/finance

High School Diploma/GED

Tools

CRM systems

Banking software

Job description

Bank of America is seeking a results-oriented professional to manage the full client journey for small business clients with up to $20 million in annual revenue. The role focuses on growing profitability, deepening relationships, and acquiring new opportunities through prospecting and external referrals.

You will collaborate with Merchant, Treasury, and Business Banking teams to expand opportunities, leveraging credit knowledge to offer solutions and digital capabilities that meet client goals.