Small Business Banking Relationship Leader

Bank of America; Oklahoma; On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking a Small Business Relationship Manager to grow and deepen client relationships within the bank's Small Business segment.

The role emphasizes end-to-end client journey management, prospecting for new opportunities, and delivering a branded, high-quality customer experience in the field most of the time, with in-office culture and role-specific flexibility.

Qualifications

• Experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and drive levers.
• Outside sales focus with prospecting activity.
• Experience maintaining and expanding client relationships.
• Ability to analyze clients' financial conditions and industry trends.
• Strong communication and leadership capabilities.
• Experience coordinating with cross-functional bank teams.
• Knowledge of small business financial products.
• Familiarity with CRM platforms and banking systems.

Responsibilities

• 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

Consultative sales

Relationship management

Prospecting

Financial analysis

Credit knowledge

Communication skills

Leadership ability

Client portfolio management

Negotiation

CRM familiarity

Education

High School Diploma

Undergraduate degree in business/finance/economics preferred

Tools

CRM platforms

Banking systems

Job description

Bank of America in the United States is seeking a Small Business Relationship Manager to grow and deepen client relationships within the bank's Small Business segment.

The role emphasizes end-to-end client journey management, prospecting for new opportunities, and delivering a branded, high-quality customer experience in the field most of the time, with in-office culture and role-specific flexibility.