Business Banking Relationship Manager

Bank of America•Las Vegas, NV
•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 while actively managing and deepening relationships with high-value and opportunity clients. The role supports profitable growth of the business banking customer base and acquires new client opportunities through prospecting, networking, and developing external referral sources. It also includes opening core business accounts in accordance with procedural guidelines. The role delivers a branded client experience, manages the end-to-end client journey, and advises small business owners on financial solutions, services, and digital capabilities that support their short- and long-term goals. The position works closely with internal partners and contributes to the execution of the sales delivery model for the bank’s Small Business segment. The role is based at the listed Las Vegas, Nevada location and follows a first-shift schedule of 40 hours per week. Bank of America describes its culture as inclusive and caring and states that it 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 client 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 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 their 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 embodying a client- and employee-centric culture.
  • Acquire new client opportunities through prospecting, networking, and developing external referral sources.
  • Open core business accounts while adhering to procedural guidelines.
  • Support profitability growth of the business banking customer base and deepen relationships with high-value and opportunity clients.

Benefits

  • Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
  • Access to paid time off.
  • Resources and support for employees.
  • Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.
  • Benefits eligibility.
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