Business Banking Relationship Manager - Winston-salem, Nc

Bank of America Bank of America · Banking · Winston-Salem, NC

This role focuses on managing relationships with small business clients, providing financial solutions, identifying sales opportunities, and driving business growth within the fintech domain. It involves a significant amount of client interaction and sales activities.

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
  • recommending specific levers
  • outside sales
  • prospecting
  • enhancing existing relationships
  • exceed sales goals
  • analyze financial conditions of clients
  • industry trends
  • interpret financial statements
  • cash flow analysis
  • communication skills
  • leadership ability
  • partnering and negotiating
  • client portfolio management
  • relationship development
  • deepening
  • 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