Small Business Banking Relationship Leader

Bank of America; Tallahassee (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in Tallahassee, FL seeks a full‑time business banking professional to manage the end‑to‑end client journey for small business clients, driving sales growth and deepening profitable relationships.

The role emphasizes prospecting, financial analysis, credit knowledge, and cross‑functional collaboration to deliver tailored banking solutions that meet clients’ short and long‑term goals.

Qualifications

• Experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and recommend levers to improve outcomes.
• Outside sales mindset with a focus on prospecting and relationship development.

Responsibilities

• Manages end-to-end client journey to deliver on needs and drive sales while mitigating risk.
• Identifies and refers specialized small business opportunities and solutions to clients.
• Delivers a branded customer experience within sales portfolios by being in the field ~80% of the time.
• Fosters relationships with key partners to increase small business opportunities.
• Uses credit knowledge to advise clients on solutions and digital capabilities for business goals.
• Supports sales delivery model to achieve growth of the Small Business segment.
• Coaches and develops associates and clients with a client-centric culture.

Skills

Consultative sales

Financial analysis

Relationship management

Prospecting

CRM familiarity

Communication

Leadership

Team collaboration

Credit knowledge

Small business

Education

Bachelor’s degree or 7 years experience

Tools

CRM systems

Job description

Bank of America in Tallahassee, FL seeks a full‑time business banking professional to manage the end‑to‑end client journey for small business clients, driving sales growth and deepening profitable relationships.

The role emphasizes prospecting, financial analysis, credit knowledge, and cross‑functional collaboration to deliver tailored banking solutions that meet clients’ short and long‑term goals.