The Senior Small Business Relationship Manager (SBRM) provides comprehensive financial solutions to small businesses with annual revenues from $250K up to $5 million, and are the primary point of contact within financial centers for walk-in small business customers and the resident expert for Small Business products, services and strategies.
In this role, you will provide periodic service reviews and communicates new product and feature releases and discusses service and participation opportunities to drive client loyalty, and increase employee participation.
In this role, you will manage relationships with Commercial Banking, Corporate Banking, or Community Banking commercial customers. Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships.
In this role, you will perform a business consultant function for the small business segment whereby addressing escalation issues / next level support for internal first point of contact service areas.
The Successful incumbent are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, build strong peer relationships and manage with courage.
In this role, you will be responsible for
engage new business by searching market for new contacts; researching active networks; diversifying opportunities; and becoming familiar with the clients business.
In this role, you will be responsible to proactively engage with both client executives and internal resources to drive successful service delivery and provide security best practice adherence for clients.
In this role, you will utilize project and change management skills to respond to client customization requests; build knowledge and capabilities within the benefits industry and stays abreast of competitive trends.
In this role, you will direct and develop business on behalf of company in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
In this role, the selected candidate will interface with existing municipal and nonprofit customers in-person, over the phone and email to maintain customer relationship and obtain information needed for periodic credit reviews.
The Relationship Managers will engage in daily outbound calling to pre-selected Bank of America customers inviting them into the Banking Center for an appointment and will also assist in servicing customer needs where applicable.
In this role, the selected candidate will build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services.