Business Banking Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Orlando • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide comprehensive financial solutions to small businesses with annual revenues up to $20 million
- Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
- Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews
- Open core small business accounts while adhering to procedural guidelines
- Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
- Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
- Leverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities
- Support execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
- Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture
Requirements
- Outside sales role and required to be in the field at least 80% of the time
- Proven success in consultative sales in financial services or business-to-business sales
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
- 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
- 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
- Bachelor’s degree desired but not required
Benefits
- Competitive benefits to support teammates’ physical, emotional, and financial well-being
- Flexible work arrangements through a multi-faceted approach depending on role
- Opportunities to learn, grow, and make an impact
- Recognition and rewards for performance
- Community and global impact programs (Partnering Locally, Global Impact)
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 mitigationclient portfolio managementsales opportunity identificationrelationship development
Soft skills
communication skillsleadership abilityrelationship buildingnegotiation skillsclient-centric culturecoaching and developmentproblem-solvingteam collaborationsales goal orientationprospecting