Business Banking Relationship Manager - New Orleans Market

Bank of America•New Orleans, LA

About The Position

At Bank of America, this role provides comprehensive financial solutions to businesses with annual revenues up to $20 million while actively managing and deepening relationships with high-value and opportunity clients. The position supports the profitability and growth of the business banking customer base by identifying opportunities, developing relationships, driving results, and acquiring new clients through prospecting, networking, and external referral sources. It also opens core business accounts in accordance with procedural guidelines. The role is primarily field-based, with at least 80% of time spent in the field. The Relationship Manager partners with internal teams to provide small business owners with financial products, credit guidance, services, and digital capabilities that support their business goals. The position also supports the bank’s Small Business sales delivery model and coaches and guides associates and clients.

Requirements

Proven success in consultative sales in financial services and/or business-to-business sales.
Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers.
Passion for outside sales and willingness to spend time prospecting.
Motivation to enhance existing relationships and exceed sales goals.
Ability to analyze clients’ financial conditions and industry trends.
Ability to understand and interpret financial statements and cash flow analyses.
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 focused on relationship development and deepening.
Thorough knowledge of small business financial products and services.
Familiarity with CRM platforms and other banking systems.
High school diploma/GED or equivalent work experience.

Nice To Haves

Community leadership experience.
Strong computer skills and ability to multitask in a demanding environment.
Bachelor’s degree in business, finance, economics, or a related field, or seven years of relevant work experience.

Responsibilities

Manage the end-to-end client journey to meet client needs, create sales opportunities, and mitigate risk.
Identify and refer specialized small business opportunities and solutions while conducting small business relationship reviews.
Deliver a branded customer experience within aligned sales portfolios, spending at least 80% of the time in the field.
Build relationships with partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
Use credit knowledge to advise small business owners on solutions, services, and digital capabilities that support short- and long-term business goals.
Support execution of the sales delivery model to achieve targeted performance and growth in the bank’s Small Business segment.
Coach, develop, guide, and provide feedback to associates and clients while supporting a client- and employee-centric culture.
Acquire new client opportunities through prospecting, networking, and developing external referral sources.
Open core business accounts in accordance with procedural guidelines.