Strategic Small Business Banking Relationship Manager

Bank of America

Dallas (TX)

On-site

USD 80,000 - 110,000

Full time

2 days ago
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Job summary

Bank of America is seeking a Business Relationship Manager to provide comprehensive financial solutions for small businesses with revenue up to $20 million, while actively managing and deepening high-value client relationships. You’ll support growth in profitability and acquire new opportunities through prospecting and referrals, opening core small business accounts in line with procedural guidelines.

The role emphasizes field presence, collaboration with Merchant, Treasury, and Business Banking

Qualifications

  • Experience in consultative sales in financial services or B2B sales.
  • Ability to interpret financial statements and advise on levers to improve outcomes.
  • Willingness to spend time prospecting and building relationships.

Responsibilities

  • Manage end-to-end client journey to meet needs and drive sales opportunities while mitigating risk.
  • Identify and refer small business opportunities and solutions to clients.
  • Deliver a branded customer experience in field sales for small business clients (80% field time).
  • Foster relationships with partners to increase opportunities for small business.
  • Advise clients on credit solutions and digital capabilities to meet business goals.
  • Support sales delivery to achieve growth in the small business segment.
  • Coach and provide feedback to associates and clients in a client-centric culture.

Skills

Consultative sales
Financial analysis
Prospecting
CRM familiarity
Communication
Leadership
Relationship development

Education

High School Diploma/GED
Bachelor’s degree preferred or 7 years experience

Tools

CRM platforms
Banking systems

Job description

Bank of America is seeking a Business Relationship Manager to provide comprehensive financial solutions for small businesses with revenue up to $20 million, while actively managing and deepening high-value client relationships. You’ll support growth in profitability and acquire new opportunities through prospecting and referrals, opening core small business accounts in line with procedural guidelines.

The role emphasizes field presence, collaboration with Merchant, Treasury, and Business Banking

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