Business Banking Relationship Manager - San Antonio Market
Bank of America
Business Banking Relationship Manager - San Antonio Market
Job Description
Job Description:Job DescriptionAt 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.Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for providing 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. 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 riskIdentifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviewsDelivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the timeFosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunitiesLeverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goalsSupports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segmentCoaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric cultureRequired Qualifications:Has proven success in consultative sales in financial services or in business-to-business salesAbility to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific leversIs passionate about outside sales and enjoys spending time prospectingWants to enhance existing relationships and exceed sales goalsCan analyze financial conditions of clients and industry trendsCan understand and interpret financial statements and cash flow analysisHas excellent communication skills and demonstrated leadership abilityEnjoys partnering and negotiating with a team of bank employees to solve client issuesDemonstrated management of a client portfolio with focus on relationship development and deepeningThorough knowledge of small business financial products and servicesFamiliarity with CRM platforms and other banking systemsDesired Qualifications:Community leadershipStrong computer skills with an ability to multitask in a demanding environmentUndergraduate degree in business, finance or economics preferred or seven years relevant work experienceSkills:Client Experience BrandingClient ManagementClient Solutions AdvisoryCustomer and Client FocusPipeline ManagementCredit Documentation RequirementsFinancial AnalysisOral CommunicationsPrioritizationWritten CommunicationsCoachingInterpret Relevant Laws, Rules, and RegulationsProspectingRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40
Locations
- San Antonio
Skills Required
- small business financial productsintermediate
- CRM platformsintermediate
Required Qualifications
- Has proven success in consultative sales in financial services or in business-to-business sales (experience)
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers (experience)
- Is passionate about outside sales and enjoys spending time prospecting (experience)
- Wants to enhance existing relationships and exceed sales goals (experience)
- Can analyze financial conditions of clients and industry trends (experience)
- Can understand and interpret financial statements and cash flow analysis (experience)
- Has excellent communication skills and demonstrated leadership ability (experience)
- Enjoys partnering and negotiating with a team of bank employees to solve client issues (experience)
- Demonstrated management of a client portfolio with focus on relationship development and deepening (experience)
- Thorough knowledge of small business financial products and services (experience)
- Familiarity with CRM platforms and other banking systems (experience)
- Has proven success in consultative sales in financial services or in business-to-business sales (experience)
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers (experience)
- Is passionate about outside sales and enjoys spending time prospecting (experience)
- Wants to enhance existing relationships and exceed sales goals (experience)
- Can analyze financial conditions of clients and industry trends (experience)
- Can understand and interpret financial statements and cash flow analysis (experience)
- Has excellent communication skills and demonstrated leadership ability (experience)
- Enjoys partnering and negotiating with a team of bank employees to solve client issues (experience)
- Demonstrated management of a client portfolio with focus on relationship development and deepening (experience)
- Thorough knowledge of small business financial products and services (experience)
- Familiarity with CRM platforms and other banking systems (experience)
- Community leadership (experience)
- Strong computer skills with an ability to multitask in a demanding environment (experience)
- Undergraduate degree in business, finance or economics preferred or seven years relevant work experience (experience)
- Community leadership (experience)
- Strong computer skills with an ability to multitask in a demanding environment (experience)
- Undergraduate degree in business, finance or economics preferred or seven years relevant work experience (experience)
- Financial Analysis (experience)
- Oral Communications (experience)
- Written Communications (experience)
- Interpret Relevant Laws, Rules, and Regulations (experience)
- High School Diploma/GED or equivalent work experience (experience)
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
- 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
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