Small Business Growth & Relationship Advisor

NBMBAA; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Small Business Relationship Manager to provide financial solutions for SMBs with up to $20 million in annual revenue and to deepen client relationships. You will prospect, network, and develop external referral sources while opening core small business accounts following procedures.

The role emphasizes in-field client engagement, collaboration with partners, and the ability to interpret financial statements to advise on credit and growth strategies.

Qualifications

• Experience in consultative sales within financial services or B2B sales.

Responsibilities

• Identifies and refers opportunities and solutions to clients while conducting relationship reviews.
• Delivers a branded customer experience within sales portfolios and spends time in the field to drive sales opportunities.

Education

High School Diploma/GED

Job description

Bank of America is seeking a Small Business Relationship Manager to provide financial solutions for SMBs with up to $20 million in annual revenue and to deepen client relationships. You will prospect, network, and develop external referral sources while opening core small business accounts following procedures.

The role emphasizes in-field client engagement, collaboration with partners, and the ability to interpret financial statements to advise on credit and growth strategies.