Business Banking Relationship Manager - Greater Tampa Bay, FL

About the role

This role is responsible for providing comprehensive financial solutions to businesses with annual revenues up to $20 million while actively managing and deepening relationships with high-value and opportunity clients. The position supports the growth of the profitability of the business banking customer base, identifies and drives results, and acquires new client opportunities through prospecting, networking, and developing external referral sources.

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.
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture.

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 enjoys spending time prospecting.
• Motivation to enhance existing relationships and exceed sales goals.
• Ability to analyze financial conditions of clients and industry trends.
• Understanding and interpretation of 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.

Qualifications

• High School Diploma/GED or equivalent work experience (minimum).
• Bachelor’s Degree in business, finance, economics, or related field or seven years of relevant work experience (desired).
• Community leadership experience (desired).
• Strong computer skills with an ability to multitask in a demanding environment (desired).

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

Schedule

1st shift, 40 hours per week (United States of America).

Benefits

Bank of America provides affordable, competitive, and flexible benefits to support teammates’ physical, emotional, and financial wellness. The company fosters an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to shared success.

The role operates within an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and appropriate flexibility based on role-specific responsibilities and business needs.