Business Banking Relationship Manager
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
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
Required Qualifications:
- Has proven success in consultative sales in financial services or in business-to-business sales
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Wants 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
Desired Qualifications:
- Community leadership
- Strong computer skills with an ability to multitask in a demanding environment
- Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)Hours Per Week:
40Recommended Jobs
Content Marketing Associate
Discover. Savor. Connect. Welcome to the chef's table. Discover and book unforgettable culinary experiences: hands-on cooking classes, private-chef meals, guided food tours, wine tastings and team…
Machine Learning Engineer, Simulation Realism
Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on building …
OTR Dry Van Company Driver W2 Job in San Diego, CA by American Trucking Group
Dry Van Company Driver W2 Truck Driving Jobs - San Diego, CA Are you a qualified CDL-A driver in search of a dedicated position that provides excellent home time and competitive pay? At American…
Job Coach
Are you ready to make a difference in someone's life? THEN WE ARE LOOKING FOR YOU!!! New Horizons, a nonprofit serving special needs adults in the San Fernando Valley, Santa Clarita, Simi Valley,…
Executive Assistant
About Us With electric vehicles expected to be nearly 30% of new vehicle sales by 2025 and more than 50% by 2040, electric mobility is becoming a reality. ChargePoint (NYSE: CHPT) is at the center…
Developer
Requisition ID: 450474 Work Area: Software-Design and Development Expected Travel: 0% Career Status: Professional Employment Type: Regular Full Time Career Level: T2-3
Travel Nurse RN - Geriatrics / Skilled Nursing Facility - $2,750 to $2,814 per week in Joshua Tree, CA
Registered Nurse (RN) | Geriatrics / Skilled Nursing Facility Location: Joshua Tree, CA Agency: Compunnel Healthcare Pay: $2,750 to $2,814 per week Shift Information: Days - 3 days…
Travel Nurse RN - Stepdown in Los Angeles, CA
Registered Nurse (RN) | Stepdown Location: Los Angeles, CA Agency: job.com Pay: Competitive weekly pay (inquire for details) Shift Information: Nights Start Date: ASAP Abo…
Receptionist and Admininstrative Assistant
: The Receptionist/Administrative Assistant will be responsible for the front desk and supporting the administrative needs of the CEO, and other departments as needed. The best candidate will have t…
Prepared Foods Production Team Member (Deli / Culinary Prep) - Part Time Seasonal
A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet. That means improving…