Business Banking Relationship Manager – Raleigh/Durham/Chapel Hill, NC
Bank of America · Chapel Hill, NC · 3 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
- Coaches, 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 and/or business-to-business sales
- Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Is 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
- Has excellent communication skills and demonstrated leadership ability
- Enjoys partnering and negotiating with a team of bank employees to solve client issues
- Has thorough knowledge of small business financial products and services
- Has familiarity with CRM platforms and other banking systems
Qualifications
- Community leadership experience is desired but not required
- Strong computer skills with an ability to multitask in a demanding environment
- A 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 Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
Pay
Commensurate with experience
Schedule
1st shift (United States of America)
Hours Per Week: 40