Jobs · Finance · California

Business Banking Relationship Manager

Bank of America · El Segundo, CA · 1 wk ago
FinanceFull-time

Responsibilities

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  • Leverages 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
  • Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
  • Counsels, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Requirements

  • Has proven success in consultative sales in financial services or in business-to-business sales
  • Can demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Wants 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
  • Has excellent communication skills and demonstrated leadership ability
  • Enjoys partnering and negotiating with a team of bank employees to solve client issues
  • Thoroughly manages a client portfolio with focus on relationship development and deepening
  • Has thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems

Qualifications

  • Community leadership
  • Strong computer skills with an ability to multitask in a demanding environment
  • Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills

  • Client Experience
  • Branding
  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Pipeline Management
  • Credit Documentation
  • Relevant Laws, Rules, and Regulations
  • Prospecting
  • Risk Management

Benefits

Bank of America offers a competitive benefits package including health insurance, retirement plans, and paid time off.

Pay

The salary range for this position is $65,000 - $100,000 annually, commensurate with experience.

Schedule

This role requires an in-office presence with specific attendance requirements and allows for an appropriate level of flexibility based on role-specific considerations.

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