Business Banking Relationship Manager Bank of America CorpBusiness Banking Relationship ManagerBurlingame, CA$90,000–$110,000 / yearResponsibilities:Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating riskIdentifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviewsDelivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the timeFosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunitiesLeverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goalsSupports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segmentCoaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric cultureRequired Qualifications:Has proven success in consultative sales in financial services or in business-to-business salesAbility to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific leversIs passionate about outside sales and enjoys spending time prospectingWants to enhance existing relationships and exceed sales goalsCan analyze financial conditions of clients and industry trendsCan understand and interpret financial statements and cash flow analysisHas excellent communication skills and demonstrated leadership abilityEnjoys partnering and negotiating with a team of bank employees to solve client issuesDemonstrated management of a client portfolio with focus on relationship development and deepeningThorough knowledge of small business financial products and servicesFamiliarity with CRM platforms and other banking systemsDesired Qualifications:Community leadershipStrong computer skills with an ability to multitask in a demanding environmentUndergraduate degree in business, finance or economics preferred or seven years relevant work experienceSkills:Client Experience BrandingClient ManagementClient Solutions AdvisoryCustomer and Client FocusPipeline ManagementCredit Documentation RequirementsFinancial AnalysisOral CommunicationsPrioritizationWritten CommunicationsCoachingInterpret Relevant Laws, Rules, and RegulationsProspectingRisk ManagementMinimum Education Requirement: High School Diploma/GED or equivalent work experienceShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. 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.
Business Banking Sr Relationship Manager Bank of America CorpBusiness Banking Sr Relationship ManagerSan Jose, CA$140,000–$185,000 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists.
Teller 1 Provident Central Credit UnionTeller 1Hayward, CAOur Tellers handle cash, interact with members and seize every opportunity they can to sell Provident's great products and services to help our members manage their finances successfully. Here's a breakdown of the day-to-day functions: Assist members with their daily transactions (deposits, withdrawals, loan payments and wire transfers).
Teller Bank of HopeTellerSunnyvale, CAReporting directly to the Operations Manager or Branch Manager, the Teller ensures the smooth processing of daily transactions, compliance with operational policies, and the delivery of exceptional customer service. Transaction Processing: Accurately and efficiently process customer transactions, including deposits, withdrawals, check cashing, loan payments, and money orders.