Strategic Small Business Banking Relationship Manager

National Black MBA Association; Monterey (CA); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Bank of America in Monterey, CA seeks a high-energy Small Business Relationship Manager to grow profitability and deepen client relationships. You will prospect, open core accounts, and collaborate with partners to offer tailored financial solutions for small businesses up to $5 million revenue.

The role emphasizes consultative selling, understanding financial statements, and delivering a superior client experience in person and across channels. 40-hour work weeks with competitive benefits.

Qualifications

• Has proven success in consultative sales in financial services and/or business-to-business sales.
• Demonstrated ability to interpret financial statements and leverage insights for client growth.
• Is passionate about outside sales and enjoys prospecting for new opportunities.
• Can analyze financial conditions of clients and industry trends and communicate recommendations.

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 through reviews.
• Delivers a branded customer experience within aligned sales portfolios by being in the field regularly.
• Fosters relationships with partners to increase small business opportunities.
• Leverages knowledge of credit to advise clients on solutions and digital capabilities to meet goals.
• Supports execution of the sales delivery model to grow the Small Business segment.
• Coaches and guides associates while embodying a client- and employee-centric culture.

Skills

Client Management

Pipeline Management

Financial Analysis

Prospecting

Oral Communications

Written Communications

Coaching

Risk Management

Credit Documentation

Client Experience Branding

Education

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

Tools

CRM platforms

Job description

Bank of America in Monterey, CA seeks a high-energy Small Business Relationship Manager to grow profitability and deepen client relationships. You will prospect, open core accounts, and collaborate with partners to offer tailored financial solutions for small businesses up to $5 million revenue.

The role emphasizes consultative selling, understanding financial statements, and delivering a superior client experience in person and across channels. 40-hour work weeks with competitive benefits.