Small Business Growth & Relationship Advisor

Bank of America; Denver (CO); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Formulaic incentive plan

Paid time off

Job summary

Bank of America in Denver, CO is hiring a small business advisor responsible for delivering financial solutions to clients with up to $20 million in revenue. You will manage end-to-end client journeys, deepen relationships, and drive growth while maintaining risk controls.

The role requires consultative sales experience in financial services, strong financial statement analysis, and excellent communication. You will partner with bank teams to expand opportunities and support client success.

Qualifications

• Minimum education: High School Diploma or GED or equivalent work experience.
• Strong consultative sales experience in financial services or B2B sales.
• Ability to analyze financial statements and cash flow to advise clients.

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 to increase small business opportunities.
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities.
• 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

Client Experience

Branding

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, and Regulations

Prospecting

Risk Management

Education

High School Diploma/GED

Tools

CRM platforms

Job description

Bank of America in Denver, CO is hiring a small business advisor responsible for delivering financial solutions to clients with up to $20 million in revenue. You will manage end-to-end client journeys, deepen relationships, and drive growth while maintaining risk controls.

The role requires consultative sales experience in financial services, strong financial statement analysis, and excellent communication. You will partner with bank teams to expand opportunities and support client success.