Small Business Banking Relationship Manager | Growth & Impact

Lateral US

Grand Rapids (MI)

Sur place

USD 80 000 - 110 000

Plein temps

Il y a 3 jours
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Résumé du poste

Bank of America in United States seeks a results-driven Business Banking Relationship Manager to grow profitable client relationships with small businesses up to $20 million in revenue. You will open core business accounts, prospect new opportunities, and collaborate with partners to deliver integrated financial solutions.

The role emphasizes field presence, outside sales, and deep understanding of financial statements, credit concepts, and CRM tools to drive growth, while maintaining a

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 and recommending specific levers.
  • Is passionate about outside sales and enjoys spending time prospecting.
  • Is motivated to enhance existing 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 demonstrated leadership ability.
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues.
  • Demonstrated management of a client portfolio with focus on relationship development and deepening.
  • Thorough knowledge of small business financial products and services.
  • Familiarity with CRM platforms and other banking systems.

Responsabilités

  • 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 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 such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Learns and applies credit knowledge to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term goals
  • 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

Connaissances

Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, andReg
Prospecting
Risk Management

Formation

Bachelor’s Degree in business, finance, economics or related field
Seven years of relevant work experience
High School Diploma/GED or equivalent work experience

Description du poste

Bank of America in United States seeks a results-driven Business Banking Relationship Manager to grow profitable client relationships with small businesses up to $20 million in revenue. You will open core business accounts, prospect new opportunities, and collaborate with partners to deliver integrated financial solutions.

The role emphasizes field presence, outside sales, and deep understanding of financial statements, credit concepts, and CRM tools to drive growth, while maintaining a

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