Banking Manager Jobs

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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 and actively manages and deepens relationships with high-value and opportunity clients. The role supports growth in the profitability of the business banking customer base and acquires new client opportunities through prospecting, networking, and developing external referral sources. It also involves opening core business accounts in accordance with procedural guidelines. The role delivers a branded client experience, manages the end-to-end client journey, and identifies solutions that help small business owners meet their business goals. The manager partners with internal specialists and other bank employees, supports growth of the Small Business segment, and coaches and develops associates. The position is based in an in-office culture and requires being in the field at least 80% of the time.

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 enjoyment of 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 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, secondary school diploma, 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, including through small business relationship reviews.
  • Deliver a branded customer experience within aligned sales portfolios while 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 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.
  • Open core business accounts while adhering to procedural guidelines.
  • Prospect, network, and develop external referral sources to acquire new client opportunities.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.

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