Strategic Small-Business Banking Relationship Manager

Bank of America; Lynnwood (WA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a skilled Small Business Relationship Manager to provide comprehensive financial solutions for businesses with up to $20 million in annual revenues. You will manage the client journey, deepen profitable relationships, and collaborate with partners to drive growth while maintaining risk controls.

The role emphasizes outside prospecting, strong financial analysis, and the ability to translate client needs into bank solutions.

Qualifications

• Has proven success in consultative sales in financial services and/or business‑to‑business sales.
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending levers.
• Is passionate about outside sales and enjoys 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

Sales Focus

Credit Knowledge

Financial Analysis

Communication

Relationship Building

CRM Platforms

Prospecting

Risk Management

Education

Bachelor’s Degree in business/finance/economics (or related field)

Tools

CRM platforms

Banking systems

Job description

Bank of America is seeking a skilled Small Business Relationship Manager to provide comprehensive financial solutions for businesses with up to $20 million in annual revenues. You will manage the client journey, deepen profitable relationships, and collaborate with partners to drive growth while maintaining risk controls.

The role emphasizes outside prospecting, strong financial analysis, and the ability to translate client needs into bank solutions.