Business Banking Relationship Manager

Bank of America

3.2

(114)

Santa Rosa, CA

Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
  • #JR-24045253

    Position summary

    ues 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

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Learn more about this role

    Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.