Small Business Banking Relationship Manager

Bank of America; Fort Worth (TX); On-site; USD 90,000 - 125,000; Full time

Job summary

Bank of America in Fort Worth, TX seeks a seasoned professional to manage the end-to-end client journey for small business clients, delivering comprehensive financial solutions and strengthening relationships with high-value customers.

You will prospect, refer opportunities, and work with partners to drive growth while leveraging credit knowledge and digital capabilities to meet business goals.

Qualifications

• Strong consultative sales experience in financial services.
• Ability to interpret financial statements and cash flow.
• Excellent communication and leadership skills.
• Experience in outside sales and building relationships.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales opportunities while mitigating risk.
• Identifies and refers small business opportunities and solutions to clients.
• Delivers a branded customer experience within sales portfolios by spending time in the field.
• Fosters relationships with partners to increase small business opportunities.
• Uses knowledge of credit to advise clients on solutions and digital capabilities.
• Supports sales delivery to grow the bank's Small Business segment.

Skills

Consultative sales

Financial analysis

Relationship management

Prospecting

CRM platforms

Education

High School Diploma or GED

Undergraduate degree preferred or 7 years relevant work experience

Tools

CRM systems

Banking systems

Job description

Bank of America in Fort Worth, TX seeks a seasoned professional to manage the end-to-end client journey for small business clients, delivering comprehensive financial solutions and strengthening relationships with high-value customers.

You will prospect, refer opportunities, and work with partners to drive growth while leveraging credit knowledge and digital capabilities to meet business goals.