Business Banking Relationship Manager - Greater Dallas Market

About the role

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. The company emphasizes responsible growth, an inclusive workplace, and a culture of caring that supports teammates’ physical, emotional, and financial wellness. This position is responsible for providing comprehensive financial solutions to small‑business clients with annual revenues up to $20 million, while actively managing and deepening relationships with high‑value and opportunity clients.

Responsibilities

• Manage the end‑to‑end client journey to deliver on client needs, drive sales opportunities, and mitigate risk.
• Identify and refer specialized small‑business opportunities and solutions while conducting relationship reviews.
• Deliver a branded customer experience within aligned sales portfolios, spending at least 80 % of time in the field.
• Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small‑business opportunities.
• Leverage credit knowledge to advise small‑business owners on solutions, services, and digital capabilities that support short‑ and long‑term 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 small‑business accounts in accordance with procedural guidelines.

Required Qualifications

• Proven success in consultative sales in financial services or business‑to‑business sales.
• Demonstrated ability to improve specific business financial outcomes by interpreting financial statements and recommending actionable levers.
• Passion for outside sales and a strong appetite for prospecting.
• Track record of enhancing existing relationships and exceeding sales goals.
• Ability to analyze clients’ financial conditions and industry trends.
• Skill in interpreting financial statements and cash‑flow analysis.
• Excellent communication and leadership abilities.
• Experience partnering and negotiating with a team of bank employees to solve client issues.
• Management of a client portfolio focused on relationship development and deepening.
• 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 the ability to multitask in a demanding environment.
• Undergraduate degree in business, finance, or economics preferred, or seven years of relevant work experience.

Skills

• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Credit Documentation Requirements
• Financial Analysis
• Oral Communications
• Prioritization
• Written Communications
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Prospecting
• Risk Management

Minimum Education Requirement

High School Diploma/GED or equivalent work experience.

Schedule

Shift: 1st shift (United States of America) – 40 hours per week.