SMB Banking Relationship Manager - Field-Based Growth

Bank of America; Northbrook (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America in Northbrook, IL is seeking a driven Business Banking professional to provide comprehensive financial solutions to small businesses with revenues up to $20 million. You will deepen client relationships, identify growth opportunities, and open core business accounts while upholding bank policies.

In this role you will spend significant time in the field, collaborating with partners across Treasury, Merchant, and Practice Solutions to drive results.

Qualifications

• Experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and identify levers.
• Outside sales mindset with strong prospecting skills.
• Motivated to enhance relationships and exceed sales goals.
• Ability to analyze client financials and industry trends.
• Understand cash flow analysis and related metrics.
• Strong communication skills and leadership ability.
• Collaborates with bank teams to solve client issues.
• Manages a client portfolio focused on relationship growth.
• Knowledge of small business financial products and services.
• Familiarity with CRM platforms and 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

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

High School Diploma / GED / Secondary School or equivalent

Tools

CRM platforms

Banking systems

Job description

Bank of America in Northbrook, IL is seeking a driven Business Banking professional to provide comprehensive financial solutions to small businesses with revenues up to $20 million. You will deepen client relationships, identify growth opportunities, and open core business accounts while upholding bank policies.

In this role you will spend significant time in the field, collaborating with partners across Treasury, Merchant, and Practice Solutions to drive results.