Strategic Small-Business Banking Relationship Manager

Bank of America; Austin (TX); On-site; USD 80,000 - 140,000; Full time

Job summary

Bank of America in Austin seeks a results-driven sales professional to provide comprehensive financial solutions for small businesses up to $20 million in revenue. You will manage client journeys, grow profitability, and open core small business accounts.

This role emphasizes deep client relationships, cross-functional collaboration, and using credit knowledge to advise on solutions, services, and digital capabilities; travel in-field at least 80% of time.

Qualifications

• Has proven success in consultative sales in financial services or in business-to-business sales.
• Ability to interpret financial statements and identify levers to improve client outcomes.
• Outside sales oriented, with strong prospecting and relationship-building skills.
• Wants to grow client relationships and exceed sales goals.
• Can analyze clients' financial conditions and industry trends.
• Understands cash flow analysis and financial statements.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales while managing risk.
• Identifies and refers small business opportunities and solutions to clients through relationship reviews.
• Delivers a branded customer experience within sales portfolios, with field presence ~80% of the time.
• Fosters relationships with partners to increase small business opportunities.
• Leverages credit knowledge to advise clients on solutions and digital capabilities.
• Supports execution of sales delivery to achieve growth in Small Business segment.
• Coaches and delivers feedback to associates and clients while maintaining client-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

High School Diploma/GED or equivalent work experience

Tools

CRM platforms

Banking systems

Job description

Bank of America in Austin seeks a results-driven sales professional to provide comprehensive financial solutions for small businesses up to $20 million in revenue. You will manage client journeys, grow profitability, and open core small business accounts.

This role emphasizes deep client relationships, cross-functional collaboration, and using credit knowledge to advise on solutions, services, and digital capabilities; travel in-field at least 80% of time.