Small Business Banking Relationship Partner

Merrill; San Jose (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Bank of America is seeking a results-oriented sales professional to provide comprehensive financial solutions to small businesses with revenues up to $5 million. You will manage the end-to-end client journey, identify opportunities, and deepen relationships while collaborating with partners across banking and Treasury to drive growth.

The role requires strong financial analysis, credit knowledge, and consultative selling skills.

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.

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 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
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business 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

Skills

Consultative sales

Financial statements

Prospecting

Relationship management

CRM familiarity

Communication skills

Leadership ability

Banking products knowledge

Team collaboration

Education

Bachelor's Degree in business, finance, economics or related field; or seven years of relevant work experience

Tools

CRM platforms

Job description

Bank of America is seeking a results-oriented sales professional to provide comprehensive financial solutions to small businesses with revenues up to $5 million. You will manage the end-to-end client journey, identify opportunities, and deepen relationships while collaborating with partners across banking and Treasury to drive growth.

The role requires strong financial analysis, credit knowledge, and consultative selling skills.