Strategic Small Business Banking Relationship Manager

Bank of America; Chicago (IL); On-site; USD 90,000 - 110,000; Full time

Job summary

Bank of America in Chicago, IL is seeking a small business relationship manager to provide comprehensive financial solutions and deepen high-value client relationships. This role emphasizes growth, prospecting, and cross-functional collaboration with partners across banking lines.

The candidate should excel in financial analysis, credit awareness, and outside sales, while delivering a consistent, branded customer experience and maintaining field presence.

Qualifications

• Has proven success in consultative sales in financial services and/or business-to-business sales.
• Demonstrated ability to interpret financial statements and recommend levers to improve outcomes.
• Is passionate about outside sales and enjoys prospecting.
• Is motivated to enhance existing relationships and exceed sales goals.

Responsibilities

• Supports growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting and networking.
• Open core small business accounts while adhering to procedural guidelines.
• 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.
• Delivers a branded customer experience within aligned sales portfolios by being in the field at least 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, services, and digital capabilities.
• Supports execution of the sales delivery model to achieve growth of the small business segment.

Skills

Client Experience

Branding

Client Management

Client Solutions

Advisory

Customer Focus

Pipeline Management

Credit Documentation

Financial Analysis

Oral Communications

Written Communications

Coaching

Laws & Regulations

Prospecting

Risk Management

Education

High School Diploma/GED or equivalent

Tools

CRM platforms

Job description

Bank of America in Chicago, IL is seeking a small business relationship manager to provide comprehensive financial solutions and deepen high-value client relationships. This role emphasizes growth, prospecting, and cross-functional collaboration with partners across banking lines.

The candidate should excel in financial analysis, credit awareness, and outside sales, while delivering a consistent, branded customer experience and maintaining field presence.