Small Business Banking Relationship Leader – Growth & Solutions

Bank of America; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Bank of America is hiring for a Small Business Relationship Manager to provide financial solutions and deepen client relationships up to $5M in annual revenue. You will support growth, identify opportunities, and open core small business accounts while following procedures.

The role requires field activity and collaboration with partners across banking teams, with a strong emphasis on risk management and client experience.

Qualifications

• Has proven success in consultative sales in financial services and/or business-to-business sales.
• Demonstrated success improving business financial outcomes by interpreting financial statements.
• Is passionate about outside sales and prospecting.
• Motivated to enhance relationships and exceed sales goals.
• Can analyze financial conditions of clients and industry trends.
• Can understand and interpret financial statements and cash flow analysis.
• Has excellent communication skills and leadership ability.
• Enjoys partnering and negotiating with a team of bank employees to solve client issues.
• Demonstrated management of a client portfolio focused on relationship development and deepening.
• Thorough knowledge of small business financial products and services.
• Familiarity with CRM platforms and other banking systems.

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 during 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.
• Coaches and delivers feedback to associates and clients while embodying a client-centric culture.

Skills

Client Experience

Client Management

Client Solutions Advisory

Customer and Client Focus

Pipeline Management

Credit Documentation

Financial Analysis

Oral Communications

Written Communications

Coaching

Laws and Regulations

Prospecting

Risk Management

Education

Bachelor’s Degree

Tools

CRM Platforms

Job description

Bank of America is hiring for a Small Business Relationship Manager to provide financial solutions and deepen client relationships up to $5M in annual revenue. You will support growth, identify opportunities, and open core small business accounts while following procedures.

The role requires field activity and collaboration with partners across banking teams, with a strong emphasis on risk management and client experience.