Bank of America

Bank of America

Posted via Workday

Business Banking Relationship Manager - South Houston Market

Posted Sep 4, 2026

Role at a glance

Salary
Not yet verified Check the description for pay details; an amount or pay period has not been verified.
Location
Houston, United States
Employment
Full-time

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Role Summary

AI-generated

The Business Banking Relationship Manager provides financial solutions to small businesses with annual revenues up to $20 million and manages relationships with high-value and growth-potential clients. The role develops sales opportunities, supports small-business growth, and opens core accounts while following procedural guidelines.

What You'll Do

  • Manage the end-to-end client journey, address client needs, identify sales opportunities, and mitigate risk.
  • Conduct small-business relationship reviews and refer clients to specialized opportunities and solutions.
  • Prospect, network, and develop external referral sources to acquire new clients; deliver the customer experience in the field at least...
  • Partner with Merchant, Practice Solutions, Treasury, and Business Banking colleagues to increase small-business opportunities.
  • Use credit knowledge to advise business owners on solutions, services, and digital capabilities, and support the sales model and growth...

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Required qualifications include consultative sales success in financial services or business-to-business sales; the ability to interpret financial statements and cash flow, analyze client financial conditions and industry trends, and recommend business improvements; outside sales and prospecting; client portfolio management and relationship development; knowledge of small business financial products and services; familiarity with CRM platforms and banking systems; communication, leadership, and teamwork skills.

Required

  • 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...
  • passion for outside sales and prospecting
  • ability to enhance existing relationships and exceed sales goals
  • ability to analyze financial conditions of clients and industry trends
  • ability to understand and interpret financial statements and cash flow analysis
  • excellent communication skills and demonstrated leadership ability
  • enjoys partnering and negotiating with a team of bank employees to solve client issues

Preferred

  • 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

Original job description

Content provided by the employer

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 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. 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. Job expectations include opening core small business accounts while adhering to procedural guidelines.

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

About the company

Bank of America

Large Enterprise

Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.