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Bank Of America Small Business Client Manager 
United States, Florida, Tampa 
765106601

29.04.2025


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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)