Business Banking Relationship Manager - Fairchester

Bank of America•Stamford, CT

11d•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 business banking customer-base profitability, identifies and develops opportunities, drives results, 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 through an aligned sales portfolio and requires being in the field at least 80% of the time. The role partners with internal specialists and uses knowledge of credit, financial analysis, and digital capabilities to help small business owners meet their business goals. The role also supports execution of the sales delivery model and coaches, develops, guides, and provides feedback to associates and clients. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with role-specific flexibility based on responsibilities and 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.
Enjoyment of 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.

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 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 of the bank's Small Business segment.
Coach, develop, guide, and provide feedback to associates and clients while supporting a client- and employee-centric culture.
Open core business accounts while adhering to procedural guidelines.
Prospect, network, and develop external referral sources to acquire new client opportunities.
Manage and deepen relationships with high-value and opportunity clients and support profitability growth of the business banking customer base.