Business Banking Client Manager

Bank of America
  • Westerville, Ohio
    7 days ago

    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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. 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

    Skills:

    • Account Management
    • Business Development
    • Client Solutions Advisory
    • Pipeline Management
    • Client Experience Branding
    • Client Management
    • Prospecting
    • Relationship Building
    • Referral Identification
    • Referral Management

    Required Qualifications:

    • 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

    Desired Qualifications:

    • Complex commercial credit experience
    • Advisory sales experience
    • Intermediate credit analysis skills

    Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40

    Numbers & Facts

    LocationWesterville, Ohio

    Skills

    • Analysis Skillsunmatched
    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Business Bankingunmatched
    • Business Developmentunmatched
    • Career Developmentunmatched
    • Cash Managementunmatched
    • Communication Skillsunmatched
    • Consumer Brandingunmatched
    • Credit Analysisunmatched
    • Customer Experienceunmatched
    • Financial Servicesunmatched
    • Inside Salesunmatched
    • Leadershipunmatched
    • Militaryunmatched
    • Presentation/Verbal Skillsunmatched
    • Revenue Growthunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Pipelineunmatched
    • Sales Prospectingunmatched
    • Small Businessunmatched
    • Talent Managementunmatched
    • Team Playerunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • Writing Skillsunmatched

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