Business Banking Relationship Manager - Mclean, Va

Bank of America Bank of America · Banking · McLean, VA

This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, identifying sales opportunities, and driving business growth. The role involves prospecting, networking, and leveraging knowledge of credit and digital capabilities to advise clients. It requires strong sales, financial analysis, and communication skills, with a significant portion of time spent in the field.

What you'd actually do

  1. Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  2. Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  3. Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  4. Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  5. 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

Skills

Required

  • Consultative sales
  • Financial services sales
  • Business-to-business sales
  • Interpreting financial statements
  • Analyzing financial conditions
  • Cash flow analysis
  • Small business financial products and services
  • CRM platforms
  • Banking systems
  • 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

Nice to have

  • Community leadership experience
  • Strong computer skills
  • Ability to multitask
  • Bachelor’s Degree in business, finance, economics or related field
  • Seven years of relevant work experience

What the JD emphasized

  • proven success in consultative sales in financial services and/or business-to-business sales
  • Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
  • Can analyze financial conditions of clients and industry trends
  • Can understand and interpret financial statements and cash flow analysis
  • Thorough knowledge of small business financial products and services