Strategic SMB Banking Relationship Lead

NBMBAA; Naples (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a motivated small business professional to manage the end-to-end client journey, identify opportunities, and deliver a branded customer experience across sales portfolios. You will spend substantial time in the field and collaborate with partners to grow the bank's small business client base.

The role requires strong financial analysis, relationship-building, and knowledge of small business products.

Qualifications

• Proven success in consultative B2B sales within financial services.
• Ability to analyze client financials and industry trends.
• Strong prospecting and relationship development skills.
• Excellent communication and leadership abilities.
• Knowledge of small business financial products and services.
• Experience using CRM platforms.

Responsibilities

• Manage end-to-end client journey; drive sales opportunities while mitigating risk.
• Refer small business opportunities to clients; conduct relationship reviews.
• Deliver branded customer experience; field work at least 80% of the time.
• Foster partnerships with Merchant, Practice Solutions, Treasury, and Business Banking.
• Advise clients on credit solutions and digital capabilities to meet goals.
• Support sales delivery model to grow Small Business segment.
• Coach and develop associates and clients with a client-centric culture.

Skills

Consultative sales

Financial analysis

Relationship building

Communication skills

Leadership ability

Prospecting

Education

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

Seven years of relevant work experience

High School Diploma/GED

Tools

CRM platforms

Banking systems

Job description

Bank of America is seeking a motivated small business professional to manage the end-to-end client journey, identify opportunities, and deliver a branded customer experience across sales portfolios. You will spend substantial time in the field and collaborate with partners to grow the bank's small business client base.

The role requires strong financial analysis, relationship-building, and knowledge of small business products.