SMB Relationship & Growth Manager

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

Job summary

Bank of America in Pasadena seeks a Small Business Banking Relationship Manager to provide comprehensive financial solutions to small businesses up to $20 million in revenue, while actively managing and deepening high-value client relationships and pursuing new opportunities.

You will open core small business accounts, grow profitability, and collaborate with partners across Merchant, Treasury, and Business Banking to deliver a branded customer experience.

Qualifications

• Experience in consultative sales in financial services or B2B.
• Ability to interpret financial statements and cash flow.
• Strong prospecting and outside sales mindset.
• 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.
• 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 statement analysis

CRM familiarity

Communication skills

Leadership ability

Portfolio management

Networking

Education

High School Diploma/GED

Undergraduate degree preferred

Tools

CRM platforms

Banking systems

Job description

Bank of America in Pasadena seeks a Small Business Banking Relationship Manager to provide comprehensive financial solutions to small businesses up to $20 million in revenue, while actively managing and deepening high-value client relationships and pursuing new opportunities.

You will open core small business accounts, grow profitability, and collaborate with partners across Merchant, Treasury, and Business Banking to deliver a branded customer experience.