Business Banking Relationship Manager

Bank of America • Lynnwood, WA

6d • Onsite

About The Position

At Bank of America, the Business Banking Relationship Manager provides comprehensive financial solutions to businesses with annual revenues up to $20 million and actively manages and deepens relationships with high-value and opportunity clients. The role supports the profitability and growth of the business banking customer base, identifies and develops business opportunities, and acquires new clients through prospecting, networking, and external referral sources. It also involves opening core business accounts in accordance with procedural guidelines.

The position delivers a branded customer experience and manages the end-to-end client journey, balancing client needs and sales opportunities with risk mitigation. The manager advises small business owners on credit-related solutions, services, and digital capabilities to support their short- and long-term goals. The role is based at the Lynnwood, Washington location, follows a first shift schedule, and requires spending at least 80% of the time in the field. Bank of America describes its culture as inclusive and supportive, with an in-office approach intended to promote collaboration, engagement, and career development, while allowing role-specific flexibility based on business needs.

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 enjoyment of 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 analysis.
• Excellent communication skills and demonstrated leadership ability.
• Ability to partner and negotiate 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.

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, drive sales opportunities, and mitigate risk.
• Identify and refer specialized small business opportunities and solutions, and conduct small business relationship reviews.
• Deliver a branded customer experience within aligned sales portfolios, spending a minimum of 80% of the time in the field.
• Build relationships with Merchant, Practice Solutions, Treasury, and Business Banking partners to increase small business opportunities.
• Use credit knowledge to advise small business owners on solutions, services, and digital capabilities that support their short- and long-term goals.
• Support execution of the sales delivery model to achieve targeted performance and growth of the bank’s Small Business segment.
• Coach, develop, guide, and provide feedback to associates and clients while embodying a client- and employee-centric culture.
• Prospect, network, develop external referral sources, and acquire new client opportunities.
• Open core business accounts while following procedural guidelines.
• Manage and deepen relationships with high-value and opportunity clients, supporting profitability and customer-base growth.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees
• Formulaic incentive plan participation, with incentives based on performance against defined metrics

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed