Business Banking Relationship Manager - Kansas City Market

Bank of America • Kansas City, MO

21d

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 growth in the profitability 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 in accordance with procedural guidelines.

The role delivers a branded client experience and manages the end-to-end client journey, balancing client needs, sales opportunities, and risk. It works with small business owners to understand their financial conditions and goals, using knowledge of credit, financial statements, cash flow, products, services, and digital capabilities to recommend relevant solutions. The position is based in the Kansas City market and requires spending at least 80% of the time in the field. Bank of America describes its culture as inclusive and focused on Responsible Growth, teammate development and wellness, and impact in the communities it serves.

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 willingness to spend time 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.
• Enjoys partnering and negotiating with a team of bank employees to solve client issues.
• Demonstrated management of a client portfolio with a focus 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 while conducting small business relationship reviews.
• Deliver a branded customer experience within aligned sales portfolios, spending a minimum of 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 for the bank's Small Business segment.
• Coach, develop, guide, and provide feedback to associates and clients while fostering a client- and employee-centric culture.
• Prospect, network, and develop external referral sources to acquire new client opportunities.
• Open core small business accounts while adhering to procedural guidelines.

Benefits

• The company describes its commitment to supporting teammates' physical, emotional, and financial wellness.
• The company describes opportunities to learn, grow, and develop talent.

What This Job Offers

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