Business Banking Relationship Manager - Cleveland, OH
About The Position
At Bank of America, this role provides comprehensive financial solutions to businesses with annual revenues up to $20 million, while managing and deepening relationships with high-value and high-opportunity clients. The position supports profitability and growth of the business banking customer base, develops new client opportunities through prospecting, networking, and external referral sources, and opens core business accounts in accordance with procedural guidelines. The role is based in Cleveland, Ohio. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate well-being. The company is committed to an in-office culture, with flexibility based on role responsibilities and business needs. This position is in the field at least 80% of the time and is a first-shift role scheduled for 40 hours per week.
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 analysis.
- Excellent communication skills and demonstrated leadership ability.
- Enjoys partnering and negotiating with a team of bank employees to resolve 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.
- Ability to meet the role’s 80%-in-the-field expectation.
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 address client needs, identify sales opportunities, and mitigate risk.
- Identify and refer specialized small business opportunities and solutions, including through small business relationship reviews.
- Deliver a branded customer experience within aligned sales portfolios and spend 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 supporting their short- and long-term business goals.
- Support execution of the sales delivery model to achieve targeted performance and growth for 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.
Benefits
- Paid time off.
- Access to resources and support for employees.
- Benefits eligibility is stated; specific benefit plans are not listed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
