Business Banking Relationship Manager -Jacksonville, FL

Bank of America • Jacksonville, FL

1d

About The Position

At Bank of America, the Business Banking Relationship Manager 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 role supports the profitability and growth of the small business customer base and acquires new client opportunities through prospecting, networking, and developing external referral sources. It also includes opening core small business accounts in accordance with procedural guidelines.

The role delivers a branded client experience and manages the end-to-end client journey, identifying client needs and sales opportunities while mitigating risk. The Relationship Manager works in the field at least 80% of the time and partners with internal specialists to connect clients with relevant services. 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 an in-office culture with attendance requirements and role-specific flexibility. This position is listed as first shift and 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.
• Enjoyment of 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, secondary school, or equivalent.

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 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 supporting a client- and employee-centric culture.
• Prospect, network, and develop external referral sources to acquire new client opportunities.
• Open core small business accounts while following procedural guidelines.
• Manage and deepen relationships with high-value and opportunity clients and support the profitability of the small business customer base.

Benefits

• Bank of America states a commitment to supporting teammates’ physical, emotional, and financial wellness.
• Bank of America states a commitment to recognizing and rewarding performance.
• The role offers opportunities to learn, grow, and make an impact.
• Role-specific flexibility within the company’s in-office culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED