Business Banking Relationship Manager - Kansas City Market

Bank of America•Kansas City, KS

21d•Onsite

About The Position

At Bank of America, the Business Banking Relationship Manager provides comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high-value and opportunity clients. The role supports the profitability and growth of the small business customer base, identifies and develops opportunities, and acquires new clients through prospecting, networking, and external referral sources. It also includes opening core small business accounts in accordance with procedural guidelines. The manager oversees the end-to-end client journey, delivers a branded customer experience, and advises small business owners on financial products, services, credit solutions, and digital capabilities to help meet their business goals. The role works closely with internal partners and supports sales execution, portfolio growth, and the development of associates and clients. Field work is required for at least 80% of the time. Bank of America describes its workplace as inclusive and emphasizes teammate wellness, performance recognition, community impact, learning, and career growth. It maintains an in-office culture with role-specific attendance requirements and some flexibility.

Requirements

Proven success in consultative sales in financial services or business-to-business sales.
Ability to demonstrate examples of improving businesses’ financial outcomes by interpreting financial statements and recommending specific levers.
Passion for outside sales and willingness to spend time prospecting.
Ability 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.
Enjoys partnering and negotiating with bank employees to solve client issues.
Demonstrated management of a client portfolio with a focus 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.
Ability to work 40 hours per week on first shift.

Nice To Haves

Community leadership.
Strong computer skills and ability to multitask in a demanding environment.
Undergraduate degree in business, finance, or economics, 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 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 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 short- and long-term business 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 contributing to a client- and employee-centric culture.
Acquire new client opportunities through prospecting, networking, and developing external referral sources.
Open core small business accounts while following procedural guidelines.
Manage and deepen a client portfolio, supporting relationship development and profitability.