Strategic Small Business Banking Relationship Manager

Bank of America Corporation; Charlotte (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in Charlotte, NC seeks a dynamic Small Business Banking professional to manage and deepen client relationships. You will provide financial solutions to businesses with up to $20 million in revenue and drive profitable growth through targeted prospecting and stellar service.

You will work cross-functionally with partners across Merchant, Treasury and Business Banking, analyze financial statements, and tailor credit and cash management solutions to help clients achieve short- and

Qualifications

• Consultative sales experience in financial services or B2B sales.
• Ability to interpret financial statements and advise on levers.
• Outside sales mindset with prospecting focus.
• Strong communication and leadership skills.
• Experience managing client portfolios and deepening relationships.
• Knowledge of small business financial products and services.
• Familiarity with CRM platforms and banking systems.
• Bachelor's degree in business/finance/economics or seven years of related work experience.

Responsibilities

• Manages 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 after 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 small business owners on solutions and digital capabilities.
• Supports execution of the sales delivery model to achieve growth of the Small Business segment.
• Coaches, develops, and delivers feedback to associates and clients while embodying a client-centric culture.

Skills

Consultative sales

Financial statement analysis

Outside sales

Relationship development

CRM familiarity

Communication skills

Leadership ability

Portfolio management

Prospecting

Education

Bachelor's degree in business/finance/economics or related field

Tools

CRM platforms

Banking systems

Job description

Bank of America in Charlotte, NC seeks a dynamic Small Business Banking professional to manage and deepen client relationships. You will provide financial solutions to businesses with up to $20 million in revenue and drive profitable growth through targeted prospecting and stellar service.

You will work cross-functionally with partners across Merchant, Treasury and Business Banking, analyze financial statements, and tailor credit and cash management solutions to help clients achieve short- and