Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Business Banking Relationship Manager

Bank of America ATM

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!


This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 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 and/or business-to-business sales
  • Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
  • Is passionate about outside sales and enjoys spending time prospecting
  • Is motivated 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 experience
  • Strong computer skills with an ability to multitask in a demanding environment
  • Bachelor’s Degree in business, finance, economics or related field or seven years of 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Business Banking Relationship Manager in Monterey, CA vacancy
  • $75k - $82k

     ...hacia abajo para ver la versión en español   Assistant Valet Manager - Luxury Hotel    Salary: $75,000.00 - $82,000.00...  ...Administrative & Financial Support Process cash receipts and compile bank deposits for bookkeeper revenue reports Safeguard deposits and... 
    Suggested
    Full time
    Seasonal work
    Work at office
    Flexible hours
    Afternoon shift

    Propark Mobility

    Monterey, CA
    a month ago
  • $30 - $36 per hour

     ...a rapidly changing world, HUB advises businesses and individuals on how to prepare for the...  ...community.The Personal Lines Account Manager provides critical support to clients, manages...  ...facilitates positive and effective relationships sales and/or account team colleagues.... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Monterey, CA
    4 days ago
  • $148k - $237k

     ...Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase...  ...new opportunities through referrals, and build trusted relationships with restaurateurs. By delivering a high quality, language inclusive... 
    Suggested
    Work at office
    Local area
    Relocation
    Home office
    Visa sponsorship
    Work visa

    Toast

    Monterey, CA
    2 days ago
  • $120k - $140k

     ...process improvement, financial reporting, and business partnership. Why join us? Join a well-...  .... Join a company with a collaborative, relationship-driven culture and long-term stability. Job Details Responsibilities Lead and manage the day-to-day accounting operations for... 
    Suggested
    Local area

    Jobot

    Pacific Grove, CA
    5 days ago
  •  ...Description Job Description We are looking for an Account Manager to support customer account operations for a community energy...  ...communicate them clearly to customers. • Strong communication and relationship-building skills, with the ability to manage inbound inquiries... 
    Suggested
    Long term contract
    Work at office

    Robert Half

    Monterey, CA
    5 days ago
  •  ...Office Only Downtown Monterey, CA Remote applicants will not be considered About Us We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage... 
    Hourly pay
    Permanent employment
    Full time
    Contract work
    Work at office
    Immediate start
    Remote work

    Eqvista

    Monterey, CA
    5 days ago
  •  ...develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $5-150MM. The successful candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and... 
    Local area

    MRINetwork

    Monterey, CA
    5 days ago
  • $24 - $28 per hour

     ...ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the...  ...insurance community. THE OPPORTUNITY: The Assistant Account Manager provides a high level of support in obtaining, maintaining,... 
    Work at office
    Local area
    Flexible hours

    HUB International

    Monterey, CA
    4 days ago
  •  ...understood. We build lasting relationships by doing the right thing,...  ...hospitality, using the latest banking solutions and cutting-edge financial...  ...for, leveraging a tablet to manage lobby traffic, check clients...  ...'s households and small businesses achieve their financial... 

    JPMorgan Chase

    Seaside, CA
    5 days ago
  •  ...Relationship Banker Monterey, California;Seaside, California **To proceed...  ...of age.** Acknowledge ( **Bank of America employees are required...  ...responsibilities and business needs. At Bank of America,...  ..., lending, and investments + Manages financial center traffic, appointments... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Monterey, CA
    1 day ago
  • $23 - $28 per hour

     ...experience that feels authentic, elevated, and connected to our brand culture. As a Sales Supervisor, you'll support the Store Manager in driving results and maintaining operational excellence while leading by presence on the floor. You'll coach team members, oversee... 
    Hourly pay
    Full time
    Part time
    Local area
    Flexible hours
    Night shift
    Day shift
    Afternoon shift

    Malbon Golf

    Carmel By The Sea, CA
    1 day ago
  •  ...Deposit Sales/Relationship Manager Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution...  ...: Generate new core deposit relationships with the Bank's Deposit Management services. Market Bank's Cash... 
    Immediate start

    Sales Consultants of Sacramento

    Monterey, CA
    4 days ago
  •  ...class organization of happy employees. Relationships are the foundation of our success. With...  ...standard methodology processes Drive business through a high-level of involvement in...  ...options and pricing. Partner with General Manager plan and run vehicle inventory.... 
    Local area

    Cardinaleway Chrysler Jeep Dodge Ram - Santa Rosa

    Seaside, CA
    a month ago
  • $25 - $26.77 per hour

     ...Bank Of America Financial Center Representative At Bank of...  ...specific responsibilities and business needs. At Bank of America, you...  ...operational excellence Builds relationships with clients to meet...  ...lending, and investments Manages financial center traffic, appointments... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Monterey, CA
    4 days ago
  • JPMorganChase is seeking a Relationship Banker at a Chase Branch to build and manage meaningful client relationships using financial knowledge and tech solutions. You will lead with hospitality and connect clients to specialists for complex needs, while upholding regulatory... 

    JPMorganChase

    Carmel, CA
    5 days ago
  • JPMorgan Chase & Co. in California is seeking a Relationship Banker to represent our brand with hospitality, acquire, manage, and retain client relationships, and offer thoughtful financial solutions using the latest banking technology. You’ll deliver personalized... 

    JPMorgan Chase & Co.

    Carmel, CA
    1 day ago
  •  ...alternative application process. Relationship Banker Regular Full-Time...  ...Annually Join the Five Star Bank Team as a Relationship Banker...  ...Confidently engage consumers and small business customers to identify...  ...Assist with teller duties, cash management, vault balancing, ATM... 
    Full time
    Bank staff
    Work at office
    Local area
    Monday to Thursday
    Flexible hours
    Rotating shift

    Five Star Bank

    Pebble Beach, CA
    4 days ago
  •  ...At Bank of America, we are guided by a common purpose to...  ...specific responsibilities and business needs. At Bank of America,...  ...operational excellence Builds relationships with clients to meet financial...  ...lending, and investments Manages financial center traffic, appointments... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Monterey, CA
    a month ago
  •  ...You support Store Leadership in doing what it takes to maximize business opportunities to drive KPI results. You're a people leader:...  ...love AE and Aerie products! You've led teams in a retail management role previously - #practicemakesperfect! You can multi-task... 
    Full time
    Seasonal work
    Flexible hours
    Shift work

    American Eagle Outfitters

    Monterey, CA
    5 days ago
  • $52k - $68k

     ...valued, and understood. We build lasting relationships by doing the right thing, exceeding...  ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology...  ...will take a lead role in acquiring, managing, and retaining meaningful relationships... 
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Seaside, CA
    23 hours ago
  • $23 - $31 per hour

     ...frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions...  ...and digital tools to help them manage their finances with confidence....  ...referrals to meet customer and business goals Support everyday banking... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Pacific Grove, CA
    4 days ago
  •  ...role requires deep industry knowledge and a proven ability to build top‑performing teams that achieve aggressive targets. Collaborate with executive leadership to align sales initiatives with strategic goals, optimize processes, and manage #J-18808-Ljbffr Jobleads-US

    Jobleads-US

    Monterey, CA
    2 days ago
  •  ...Wellness Coordinator, your role goes beyond managing patient intake and completing...  ...arrive. Build rapport and establish lasting relationships with patients, making them feel at home...  ...positive work environment, and help grow the business. Qualifications: Bilingual preferred.... 
    Hourly pay
    Full time
    Part time
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    The Joint Chiropractic

    Monterey, CA
    3 days ago
  • $27.5 per hour

     ...and resolving guest concerns with professionalism * Acting as Manager on Duty as assigned * Supporting daily Front Office operations...  ...and holidays Preferred Qualifications * Hospitality or Business Management degree * Prior luxury hotel experience * Bilingual... 
    Hourly pay
    Full time
    Work at office
    Worldwide
    Flexible hours
    Afternoon shift

    InterContinental The Clement Monterey

    Monterey, CA
    a month ago
  • $50k - $100k

     ...Account Manager for Chris Buich - State Farm Agent As an Account Manager for Chris...  ...Farm Agent, you are vital to our daily business operations and customers' success. You...  ...Responsibilities: Develop and maintain customer relationships to drive retention and growth.... 
    For contractors
    Work at office

    Chris Buich - State Farm Agent

    Marina, CA
    2 days ago
  • Oakmont Management Group seeks a Sales and Marketing Director for Ivy Park at Monterey, a premier senior living community in California. You will generate leads, guide prospects through moving in, and work with the Executive Director and VP of Sales to execute a strategic... 

    Ivyliving

    Pacific Grove, CA
    1 day ago
  • $50k - $100k

     ...I worked as a General Sales Manager in the automotive industry, where...  ...in the Park, local food banks, and youth sports teams. Our...  ..., you are vital to our daily business operations and customers' success...  ...and maintain customer relationships to drive retention and growth... 
    For contractors
    Work at office
    Local area
    Flexible hours

    State Farm

    Marina, CA
    5 days ago
  • $16 - $35 per hour

     ...The Front Desk Supervisor assists with daily front desk operations, supports Front Desk Agents during busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy. Responsibilities include supervising... 
    Hourly pay
    Full time
    Shift work
    Night shift
    Afternoon shift

    Hilton

    Monterey, CA
    4 days ago
  •  ...values, building long-term relationships, serving society, and fostering...  ...sustainable, client-focused business across the region. You will...  ...closely with relationship managers, and deliver high-quality support...  ...extensive experience from banking or finance sectors—... 
    Ongoing contract
    Full time
    Local area
    Flexible hours

    MUFG Bank, Ltd.

    Marina, CA
    24 days ago
  •  ...Overview Opportunity: Senior Sales Manager Lead group sales strategy, drive market share, and maximize revenue...  ...proactively solicit new accounts, convert high-yield business, and maintain top-tier relationships with key client decision-makers. Reporting &... 
    Local area
    Remote work
    Weekend work

    Sanctuary Beach Resort

    Marina, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Business Banking Relationship Manager. Be the first to apply!