Bank of America
Business Banking Relationship Manager (SB)
Bank of America, Newport Beach, California, us, 92659
Business Banking Relationship Manager (SB)
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. This role provides comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high‑value and opportunity clients. The position supports growth of the profitability of the small business customer base, identifies, develops, and drives results, and acquires new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
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
Required Qualifications
Has proven success in consultative sales in financial services or in business‑to‑business sales
Ability to 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
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
Bilingual in Vietnamese
Desired 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
Bilingual in Vietnamese
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
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
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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
Required Qualifications
Has proven success in consultative sales in financial services or in business‑to‑business sales
Ability to 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
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
Bilingual in Vietnamese
Desired 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
Bilingual in Vietnamese
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
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
#J-18808-Ljbffr