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Business Banking Relationship Manager
Bank of AmericaBusiness Banking Relationship Manager responsible for delivering tailored financial solutions to small businesses in Greensboro / Winston-Salem. Enhancing client relationships and driving sales opportunities while managing risk.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
consultative salesfinancial statement analysiscash flow analysissmall business financial productssales delivery modelrisk mitigationbusiness financial outcomesrelationship developmentdigital capabilitiessales goals
Soft Skills
communication skillsleadership abilityrelationship managementnegotiationcoachingclient-centric cultureteam collaborationmotivationproblem-solvingclient journey management
Tools & Technologies
CRM platformsbanking systems
Industry Keywords
financial servicesbusiness-to-business salessmall business solutionsclient portfolio managementsales opportunitiesmerchant servicespractice solutionstreasury servicesbusiness bankingclient relationship reviews
About the role
Key responsibilities & impact- Managing the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
- Identifying and referring specialized small business opportunities and solutions to clients while conducting small business relationship reviews
- Delivering a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
- Fostering relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
- Leveraging knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
- Supporting execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
- Coaching, developing, guiding, and delivering feedback to associates and clients while embodying a client and employee-centric culture
Requirements
What you’ll need- 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
- Passionate about outside sales and enjoys spending time prospecting
- Motivated to enhance existing relationships and exceed sales goals
- Can analyze financial conditions of clients and industry trends
- Can 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 focus on relationship development and deepening
- Thorough knowledge of small business financial products and services
- Familiarity with CRM platforms and other banking systems
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities