Strategic Small Business Banking Partner

National Black MBA Association; Everett, Northern (WA, KY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Bank of America is hiring a financial solutions advisor for small business clients with revenues up to $20 million. You will manage end-to-end client journeys, drive sales opportunities, and deepen relationships while mitigating risk.

The role requires strong relationship-building, consultative sales, ability to analyze financial statements, and collaboration with partners to deliver value to clients and communities.

Qualifications

• Has proven success in consultative sales in financial services or business-to-business sales.
• Ability to interpret financial statements and identify levers to improve client outcomes.
• Passionate about outside sales and prospecting.
• Aims to enhance relationships and exceed sales goals.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales opportunities while mitigating risk.
• Identifies and refers specialized small business opportunities to clients.
• Delivers a branded customer experience within aligned sales portfolios by spending time in the field.
• Fosters relationships with partners to increase small business opportunities.
• Learns to leverage knowledge of credit to advise on solutions and digital capabilities.
• Supports execution of the sales delivery model to achieve growth in the small business segment.
• Coaches and guides associates and clients, upholding 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 or equivalent work experience

Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Tools

CRM platforms

Banking systems

Job description

Bank of America is hiring a financial solutions advisor for small business clients with revenues up to $20 million. You will manage end-to-end client journeys, drive sales opportunities, and deepen relationships while mitigating risk.

The role requires strong relationship-building, consultative sales, ability to analyze financial statements, and collaboration with partners to deliver value to clients and communities.