Small Business Banking Relationship Manager – North Houston

Bank of America; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Houston seeks a Small Business Advisor to deliver comprehensive financial solutions to small businesses with revenues up to $20 million and to deepen high-value client relationships. The role focuses on growing profitability, prospecting for new opportunities, and opening core small business accounts in line with policy.

You will build trusted partnerships with merchants and treasury teams, apply credit insights, and drive results within a dynamic local portfolio.

Qualifications

• Experience in consultative sales in financial services or B2B.
• Ability to interpret financial statements and identify levers.
• Strong communication and leadership abilities.
• Knowledge of small business financial products and services.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales opportunities.
• Identifies and refers opportunities to clients and conducts relationship reviews.
• Delivers a branded customer experience by being in the field regularly.
• Partners with Merchant, Treasury, and Business Banking to deepen opportunities.
• Uses credit knowledge to advise on solutions and digital capabilities.

Skills

Consultative sales

Financial analysis

Account management

Relationship building

Prospecting

CRM systems

Education

High School Diploma/GED

Tools

CRM platforms

Banking systems

Job description

Bank of America in Houston seeks a Small Business Advisor to deliver comprehensive financial solutions to small businesses with revenues up to $20 million and to deepen high-value client relationships. The role focuses on growing profitability, prospecting for new opportunities, and opening core small business accounts in line with policy.

You will build trusted partnerships with merchants and treasury teams, apply credit insights, and drive results within a dynamic local portfolio.