Business Banking Relationship Manager
Bank of America · Salinas, CA · Yesterday
FinanceFull-time
Key Responsibilities
- Supports growth of the profitability of the small business customer base
- Identifies, develops, and drives results for high value and opportunity clients
- Acquires new client opportunities through prospecting, networking, and developing external referral sources
Required Qualifications
- 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
- Understands and interprets 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
- Thorough knowledge of small business financial products and services
- Familiarity with CRM platforms and other banking systems
Desired Qualifications
- Community leadership experience
- Strong computer skills with an ability to multitask in a demanding environment
- Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience
Skills
- Client Experience
- Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation
- Financial Analysis
- Oral Communications
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
Shift
1st shift (United States of America)
Hours Per Week
40