Business Banking Relationship Manager - New Orleans Market

Bank of America•New Orleans, LA

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, actively manages and deepens relationships with high-value and opportunity clients, and supports the profitability and growth of the business banking customer base. The role identifies, develops, and drives results, acquires new client opportunities through prospecting, networking, and external referral sources, and opens core business accounts in accordance with procedural guidelines. The position delivers a branded client experience, manages the end-to-end client journey, and identifies small business opportunities and solutions. It partners with internal specialists and uses knowledge of credit, financial statements, cash flow, banking products, services, and digital capabilities to help business owners achieve short- and long-term goals. The role also supports sales execution and growth of the bank’s Small Business segment and coaches, develops, guides, and provides feedback to associates and clients. Bank of America describes its culture as inclusive and centered on responsible growth, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with flexibility based on role-specific responsibilities and business needs. This position requires being in the field at least 80% of the time. The schedule is first shift, 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.
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.
High school diploma/GED or equivalent work experience.

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 their 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.
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 and support customer-base profitability.