Strategic Small Business Banker & Growth Partner

Bank of America; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America in Charlotte, NC seeks an experienced client advisor for its Business Banking team. This role focuses on delivering comprehensive financial solutions to small businesses, growing profitability, and deepening client relationships through proactive prospecting and cross-functional collaboration.

You will open core business accounts, refer opportunities, and partner with internal specialists. Strong financial analysis, communication, and relationship-building skills are essential.

Qualifications

• Proven consultative sales in financial services and/or B2B sales.
• Ability to interpret financial statements and identify growth levers.
• Outside sales mindset with prospecting experience.
• Strong relationship development and sales goal achievement.
• Ability to analyze client financials and industry trends.
• 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

Written Communications

Coaching

Interpret Relevant Laws, Rules, andReg

Prospecting

Risk Management

Education

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Charlotte, NC seeks an experienced client advisor for its Business Banking team. This role focuses on delivering comprehensive financial solutions to small businesses, growing profitability, and deepening client relationships through proactive prospecting and cross-functional collaboration.

You will open core business accounts, refer opportunities, and partner with internal specialists. Strong financial analysis, communication, and relationship-building skills are essential.