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Bank of America
Business Banking Relationship Manager - Greater Dallas Market
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Relationship Manager
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Based on Texas data
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What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$129,855 / year median in Texas
+1% projected growth
Job Description
Business Banking Relationship Manager - Greater Dallas Market Dallas, Texas;Frisco, Texas
- To proceed with your application, you must be at least 18 years of age.
- Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Business-Banking-Relationship-Manager---Greater-Dallas-Market\_26022856-2)
- Bank of America employees are required to meet all
- posting eligibility requirements
- prior to applying for any new position.
- Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Business-Banking-Relationship-Manager---Greater-Dallas-Market\_26022856-2) Refer a friend
- To proceed with your application, you must be at least 18 years of age.
- Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Business-Banking-Relationship-Manager---Greater-Dallas-Market\_26022856-2)
- Bank of America employees are required to meet all
- posting eligibility requirements
- prior to applying for any new position.
- Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Business-Banking-Relationship-Manager---Greater-Dallas-Market\_26022856-2)
Job Description:
- 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.
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.
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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.
MLLA:
- Are Not FDIC Insured
- Are Not Bank Guaranteed
- May Lose Value
- Are Not Deposits
- Are Not Insured by Any Federal Government Agency
- Are not a condition to Any Banking Service or Activity
- Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser,
- Member SIPC
- and a wholly owned subsidiary of BofA Corp.
Benefits
- Dental Insurance