Business Banking Relationship Manager – Small Business
Bank of America
Business Banking Relationship Manager – Small Business
Bank of America
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Provide comprehensive financial solutions to small businesses with annual revenues up to $20 million
- Actively manage and deepen relationships with high value and opportunity clients
- Support growth of the profitability of the small business customer base
- Identify, develop, and drive results, acquiring new client opportunities through prospecting, networking, and developing external referral sources
- Open core small business accounts while adhering to procedural guidelines
- 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
- 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 to increase small business opportunities
- Leverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities
Requirements
- 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
- Ability to enhance existing relationships and exceed sales goals
- Ability to analyze financial conditions of clients and industry trends
- Ability to understand and interpret financial statements and cash flow analysis
- Excellent communication skills
- 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
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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 goal achievementrelationship managementprospectingnetworkingrisk mitigation
Soft skills
communicationrelationship developmentnegotiationteam collaborationclient-focusedproblem-solvingadaptabilitycustomer experience deliverypassion for salesstrategic thinking
