Business Banking Relationship Manager
Listed on 2026-07-11
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Sales
Financial Sales, Banking & Finance -
Finance & Banking
Financial Sales, Banking & Finance
Job Description
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 account is responsible for supporting profitability growth, acquiring new client opportunities through prospecting, networking, and developing external referral sources, and opening core small business accounts in accordance with procedural guidelines.
Responsibilities- Manage the end‑to‑end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
- Identify and refer specialized small business opportunities and solutions to clients while conducting small business relationship reviews.
- Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.
- Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
- Leverage credit knowledge to advise small business owners on solutions, services, and digital capabilities that help meet short‑ and long‑term business goals.
- Support execution of the sales delivery model to achieve targeted performance and growth of the bank’s Small Business segment.
- Coach, develop, guide, and deliver feedback to associates and clients while embodying a client‑centric and employee‑centric culture.
- Proven success in consultative sales in financial services or business‑to‑business sales.
- Track record of improving specific business financial outcomes by interpreting financial statements and recommending levers.
- Passion for outside sales and propensity for prospecting.
- Desire to enhance existing relationships and exceed sales goals.
- Ability to analyze clients’ financial conditions and industry trends.
- Strong financial statement and cash‑flow analysis skills.
- Excellent communication skills and demonstrated leadership.
- Experience partnering and negotiating with bank teams to solve client issues.
- Demonstrated management of a client portfolio focused on relationship development and deepening.
- Thorough knowledge of small business financial products and services.
- Familiarity with CRM platforms and other banking systems.
- Community leadership experience.
- Strong computer skills and ability to multitask.
- Undergraduate degree in business, finance or economics, or seven years relevant work experience.
- Client Experience, Branding, Client Management, Client Solutions, Advisory, Customer and Client Focus, Pipeline Management.
- Credit Documentation, Requirements, Financial Analysis, Oral and Written Communications.
- Coaching, Interpretation of Relevant Laws, Rules and Regulations, Prospecting, Risk Management.
Minimum Education:
High School Diploma/GED or equivalent work experience.
Shift: 1st shift (United States).
Hours per week: 40.
Location:
US – CA – ElSegundo – 2301
Rosecrans Ave (CA8800).
Annualized salary: $90,000.00 – $, based on experience, education and skill set.
Formulaic incentive plan and eligible for monthly, quarterly and/or annual incentives based on defined metrics.
Benefits eligible: industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being.
Bank of America is an equal‑employment‑opportunity employer and encourages applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, or any other characteristic protected by law.
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