Strategic Small Business Banking Partner

Bank of America; Houston (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America seeks a Small Business Banking professional in Houston to manage end-to-end client journeys, deepen relationships, and drive sales within a high-value client base.

You will collaborate with partners across the bank, interpret financial statements, and leverage credit knowledge to offer solutions and digital capabilities. This role emphasizes in-field engagement and a client-centric culture.

Qualifications

• Must have experience in consultative sales in financial services or B2B sales.
• Ability to interpret financial statements and recommend levers to improve outcomes.
• Strong outside sales drive and prospecting mindset.
• Proven ability to grow client relationships and exceed sales goals.

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 to increase small business opportunities.
• Leverages knowledge of credit to advise clients on solutions, services, and digital capabilities.
• Supports execution of the sales delivery model to achieve targeted performance and growth.
• Coaches, develops, guides, and delivers 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

Prioritization

Written Communications

Coaching

Interpret Relevant Laws, Rules, and00

Prospecting

Risk Management

Education

High School Diploma/GED

Tools

CRM platforms

Job description

Bank of America seeks a Small Business Banking professional in Houston to manage end-to-end client journeys, deepen relationships, and drive sales within a high-value client base.

You will collaborate with partners across the bank, interpret financial statements, and leverage credit knowledge to offer solutions and digital capabilities. This role emphasizes in-field engagement and a client-centric culture.