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Business Banking Relationship Manager

Bank of America
Posted 23 days ago, valid for 23 days
Location

Dublin, CA 94568, US

Salary

$80,000 - $96,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • This position focuses on providing financial solutions to small businesses with annual revenues up to $5 million while managing relationships with high-value clients.
  • Key responsibilities include supporting profitability growth, acquiring new clients, and opening core small business accounts while following procedural guidelines.
  • The role requires at least 3 years of experience in client management and financial advisory, with a salary range of $70,000 to $90,000 annually.
  • Candidates will spend a minimum of 80% of their time in the field, fostering partnerships to enhance small business opportunities and advising on financial solutions.
  • Essential skills include client experience branding, financial analysis, risk management, and strong communication abilities.

This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring 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. 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.




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