Strategic SMB Banking Relationship Manager

Bank of America; Wilmington (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a high-energy professional to manage end-to-end client journeys for small business clients, focusing on growth, profitability, and deepening relationships. You will prospect, network, and develop external referral sources while opening core business accounts.

You will evaluate financial statements, advise on cash flow, and leverage credit knowledge to deliver tailored banking solutions in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Experience in consultative sales in financial services or B2B sales preferred.
• Ability to analyze financial statements and advise on cash flow.

Responsibilities

• Manages end-to-end client journey to deliver needs and drive sales opportunities while mitigating risk.
• Identifies and refers small business opportunities and solutions to clients via 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 partners to increase small business opportunities.
• Advises small business owners on credit solutions and digital capabilities to meet goals.
• Supports execution of sales delivery model to achieve growth of Small Business segment.
• Coaches and delivers feedback to associates and clients, promoting a client-centric culture.

Skills

Client Experience Branding

Client Management

Client Solutions Advisory

Customer and Client Focus

Pipeline Management

Credit Documentation Requirements

Financial Analysis

Oral Communications

Written Communications

Coaching

Interpret Relevant Laws, Rules, andReg

Prospecting

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

CRM platforms

Banking systems

Job description

Bank of America is seeking a high-energy professional to manage end-to-end client journeys for small business clients, focusing on growth, profitability, and deepening relationships. You will prospect, network, and develop external referral sources while opening core business accounts.

You will evaluate financial statements, advise on cash flow, and leverage credit knowledge to deliver tailored banking solutions in a fast-paced environment.