Strategic Business Banking Relationship Lead

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

Job summary

Bank of America in Illinois seeks a results-driven small business banking professional to grow client profitability and deepen high-value relationships. You will open core business accounts, prospect opportunities, and deliver tailored financial solutions through collaboration with partners.

The role emphasizes field presence (80% in the field), risk management, and a client-focused service model within the Small Business segment, supported by CRM tools and a collaborative team approach.

Qualifications

• Experience in consultative sales in financial services or B2B sales.
• Ability to analyze financial statements and advise on levers.
• Outside sales mindset with strong prospecting skills.
• Motivated to deepen client relationships and exceed goals.
• Ability to interpret financial statements and cash flow.
• Excellent communication and leadership abilities.
• Team collaboration with internal partners to solve client issues.
• Experience with small business financial products and services.
• Familiarity with banking systems and CRM platforms.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales.
• Identifies and refers small business opportunities to clients.
• Delivers a branded customer experience within sales portfolios; field-based 80%+.
• Fosters partnerships with Merchant, Treasury, and Business Banking teams.
• Uses credit knowledge to advise on solutions and digital capabilities.
• Supports sales delivery to grow the Small Business segment.
• Coaches and provides 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

Written Communications

Coaching

Interpret Relevant Laws, Rules, andReg

Prospecting

Risk Management

Education

Bachelor's Degree in business, finance, economics or related field

or seven years of relevant work experience

Tools

CRM systems

Job description

Bank of America in Illinois seeks a results-driven small business banking professional to grow client profitability and deepen high-value relationships. You will open core business accounts, prospect opportunities, and deliver tailored financial solutions through collaboration with partners.

The role emphasizes field presence (80% in the field), risk management, and a client-focused service model within the Small Business segment, supported by CRM tools and a collaborative team approach.