Business Banking Relationship Manager -Jacksonville, FL

Bank of America•Jacksonville, FL

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 and actively manages and deepens relationships with high-value and opportunity clients. The role supports the profitability and growth of the small business customer base, identifies and develops business opportunities, and acquires new clients through prospecting, networking, and external referral sources. It also opens core small business accounts while following procedural guidelines. The position manages the end-to-end client journey, identifies specialized small business opportunities, and delivers a branded customer experience. It spends at least 80% of the time in the field and partners with internal teams to help clients meet business goals through appropriate financial products, credit knowledge, services, and digital capabilities. The role also supports sales execution and performance goals for the Small Business segment and coaches and develops associates and clients. Bank of America describes its workplace culture as inclusive and focused on teammate development, wellness, performance recognition, and community impact. The company maintains an in-office culture with role-specific attendance requirements and some flexibility.

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 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, 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, identify 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.
Prospect, network, and develop external referral sources to acquire new client opportunities.
Open core small business accounts in accordance with procedural guidelines.

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