Business Banking Relationship Manager - Pittsburgh, Pa Market

Bank of America Bank of America · Banking · Pittsburgh, PA

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 understanding client financial needs, leveraging credit knowledge, and utilizing digital capabilities to achieve sales targets. 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 in financial services
  • Business-to-business sales
  • Interpreting financial statements
  • Analyzing financial conditions
  • Understanding financial statements
  • Cash flow analysis
  • Communication skills
  • Leadership ability
  • Partnering and negotiating
  • Client portfolio management
  • Relationship development
  • Deepening client relationships
  • Small business financial products and services
  • CRM platforms
  • Banking systems

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