Small Business Banking Relationship Leader

Bank of America; Saint Louis (LA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is actively seeking a Small Business Banking professional to manage end-to-end client journeys, identify opportunities, and deliver a branded customer experience. You will collaborate with partners to deepen client relationships, advise on credit and digital solutions, and drive growth in the Small Business segment.

The role emphasizes prospecting outside sales, strong communication, leadership, and a solid financial acumen to support clients in achieving their business goals.

Qualifications

• Proven consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and leverage levers.
• Outside sales mindset with prospecting focus.
• Aim to deepen existing client relationships and exceed sales goals.
• Ability to analyze financial conditions of clients and industry trends.
• Proficient in interpreting cash flow statements and finance metrics.
• Strong communication and leadership abilities.
• Skilled in partnering with teammates to solve client issues.
• Experience with CRM platforms and standard banking tools.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales opportunities while mitigating risk.
• Identifies and refers specialized small business opportunities and solutions to clients through 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 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-centric culture.

Skills

Consultative sales

Financial statements

Outside sales

Relationship management

Financial analysis

Cash flow analysis

Communication

Leadership

Negotiation

Portfolio management

CRM platforms

Banking systems

Education

High School Diploma/GED

Undergraduate degree in business/finance/economics (preferred)

Job description

Bank of America is actively seeking a Small Business Banking professional to manage end-to-end client journeys, identify opportunities, and deliver a branded customer experience. You will collaborate with partners to deepen client relationships, advise on credit and digital solutions, and drive growth in the Small Business segment.

The role emphasizes prospecting outside sales, strong communication, leadership, and a solid financial acumen to support clients in achieving their business goals.