Business Banking Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Bridgewater • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $110,000 per year
Job Level
Junior
About the role
- 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.
Requirements
- 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.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
consultative salesfinancial analysiscash flow analysisfinancial statement interpretationsmall business financial productssales delivery model executionrisk mitigationrelationship managementbusiness development
Soft skills
communication skillsleadership abilityrelationship developmentnegotiationcoachingclient-centric cultureteam collaborationproblem-solvingsales goal achievement