SMB Banking Relationship Advisor

Bank of America Corporation; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Corporation is seeking an experienced small business banking professional to manage a client portfolio, drive revenue growth, and deepen relationships with high-value clients. You will open and manage accounts, prospect new opportunities, and coordinate with partners to deliver tailored financial solutions.

The role emphasizes consultative sales, financial analysis, and collaboration across teams.

Qualifications

• Experience in consultative financial services sales.
• Ability to interpret financial statements.
• Strong outside sales mindset and relationship building.
• CRM and banking systems familiarity.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales opportunities while mitigating risk.
• Identifies and refers specialized small business opportunities and solutions to clients.
• 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 and digital capabilities.
• Supports execution of the sales delivery model to achieve growth of the bank's Small Business segment.
• Coaches, develops, guides, and delivers feedback to associates and clients.

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, andReg

Prospecting

Risk Management

Education

Bachelor’s Degree in business/finance/economics

High School Diploma/GED or equivalent work experience

Seven years of relevant work experience

Tools

CRM platforms

Banking systems

Job description

Bank of America Corporation is seeking an experienced small business banking professional to manage a client portfolio, drive revenue growth, and deepen relationships with high-value clients. You will open and manage accounts, prospect new opportunities, and coordinate with partners to deliver tailored financial solutions.

The role emphasizes consultative sales, financial analysis, and collaboration across teams.