What are the responsibilities and job description for the Small Business Client Manager position at Bank of America?
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for retaining a business banking portfolio, expanding relationships and generating additional revenue from existing clients. Key responsibilities include managing a client portfolio comprised of treasury and/or credit needs to ensure sales, revenue, and retention goals are met. Job expectations include ability to build relationships with the appropriate contacts within the client's company, analyzing client's financial/operating strategies and recommending alternative or additional financial services to best meet the client's immediate/long-term personal/business needs
Responsibilities:
Shift:
1st shift (United States of America)
Hours Per Week:
40
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for retaining a business banking portfolio, expanding relationships and generating additional revenue from existing clients. Key responsibilities include managing a client portfolio comprised of treasury and/or credit needs to ensure sales, revenue, and retention goals are met. Job expectations include ability to build relationships with the appropriate contacts within the client's company, analyzing client's financial/operating strategies and recommending alternative or additional financial services to best meet the client's immediate/long-term personal/business needs
Responsibilities:
- Implements comprehensive commercial credit and treasury/cash management skills
- Utilizes excellent sales process skills, including call preparation, execution and follow-up
- Demonstrates strong oral and written communication skills
- Applies intermediate credit analysis skills
- Works effectively in a team environment
- Adapts to changes within the line of business
- Account Management
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Client Experience Branding
- Client Management
- Prospecting
- Relationship Building
- Referral Identification
- Referral Management
- Ability to work with others in a team environment.
- 3-5 years small Business Banking experience
- 1-3 years Inside sales experience
- Excellent sales process skills: Call Preparation, Execution & Follow-up
- Strong oral and written communication skills
- Self-motivated and results oriented
- Early Adopter to changes in line of business
- Complex commercial credit experience
- Advisory sales experience
- Intermediate credit analysis skills
Shift:
1st shift (United States of America)
Hours Per Week:
40
