Strategic Small Business Banking Partner

Bank of America; Mount Pleasant (SC); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America is seeking a skilled Small Business Banking Relationship Manager to deliver comprehensive financial solutions to clients with revenues up to $20 million. You will build and deepen relationships, identify growth opportunities, and open core small business accounts while adhering to procedures.

The role emphasizes field presence, collaboration with partners, and strong credit knowledge to advise clients on products, cash flow, and digital tools.

Qualifications

• Has proven success in consultative sales in financial services and/or B2B sales.
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers.
• Is passionate about outside sales and enjoys spending time prospecting.
• Is motivated to enhance existing relationships and exceed sales goals.
• Can analyze financial conditions of clients and industry trends.
• Can understand and interpret financial statements and cash flow analysis.
• Has excellent communication skills and demonstrated leadership ability.
• Enjoys partnering and negotiating with a team of bank employees to solve client issues.
• Demonstrated management of a client portfolio with focus on relationship development and deepening.
• Thorough knowledge of small business financial products and services.
• Familiarity with CRM platforms and other 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

Prioritization

Written Communications

Coaching

Interpret Relevant Laws, Rules, and 1g

Prospecting

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience

Job description

Bank of America is seeking a skilled Small Business Banking Relationship Manager to deliver comprehensive financial solutions to clients with revenues up to $20 million. You will build and deepen relationships, identify growth opportunities, and open core small business accounts while adhering to procedures.

The role emphasizes field presence, collaboration with partners, and strong credit knowledge to advise clients on products, cash flow, and digital tools.