Business Banking Relationship Manager - Austin Market

Bank of America•Austin, TX

20h•Onsite

About The Position

At Bank of America, this role 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 position supports growth and profitability of the small business customer base by identifying opportunities, developing business, and acquiring new clients through prospecting, networking, and external referral sources. It also opens core small business accounts in accordance with procedural guidelines. The role delivers a branded customer experience and manages the end-to-end client journey, with at least 80% of time spent in the field. It works with internal partners to expand opportunities and uses credit knowledge to advise business owners on solutions, services, and digital capabilities that support their short- and long-term goals. The position also helps execute the sales delivery model and coaches, develops, guides, and provides feedback to associates and clients. Bank of America describes an inclusive, caring workplace focused on Responsible Growth, collaboration, career development, and teammate wellness. The company is committed to an in-office culture, with flexibility depending on role responsibilities and business needs.

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 enjoyment of prospecting.
Desire 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.
High school diploma/GED or equivalent work experience.

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, 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 short- and long-term 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 small business accounts while adhering to procedural guidelines.
Manage and deepen relationships with high-value and opportunity clients and support profitability growth of the small business customer base.