Business Banking Relationship Manager- Charlotte, NC
Company: Bank of America
Location: Charlotte
Posted on: April 2, 2026
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Job Description:
Job Description: 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 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 Required Qualifications: · Has proven
success in consultative sales in financial services or in
business-to-business sales · Ability to demonstrate examples of
improving specific businesses financial outcomes by interpreting
financial statements and recommending specific levers · Is
passionate about outside sales and enjoys spending time prospecting
· Wants to enhance existing relationships and exceed sales goals ·
Can analyze financial conditions of clients and industry trends ·
Can understand and interpret financial statements and cash flow
analysis · Has excellent communication skills and demonstrated
leadership ability · Enjoys partnering and negotiating with a team
of bank employees to solve client issues · Demonstrated management
of a client portfolio with focus on relationship development and
deepening · Thorough knowledge of small business financial products
and services · Familiarity with CRM platforms and other banking
systems Desired Qualifications: Community leadership Strong
computer skills with an ability to multitask in a demanding
environment Undergraduate degree in business, finance or economics
preferred or seven years relevant work experience Skills: 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. Minimum Education
Requirement: High School Diploma/GED or equivalent work experience
Shift: 1st shift (United States of America) Hours Per Week: 40
Keywords: Bank of America, Burlington , Business Banking Relationship Manager- Charlotte, NC, IT / Software / Systems , Charlotte, North Carolina
