Bank of America

Bank of America

Business Account Manager

Location : Burlingame, CA, 94011

Job Type : Other

Date Posted : 23 March 2026

Job Desccription:Business Account Manager

In the position of Business Account Manager, you will be accountable for providing holistic financial solutions to small businesses with annual earnings of up to $20 million. Your pivotal responsibility will entail actively nurturing and intensifying associations with esteemed clients, and assisting them in the development of their businesses and the attainment of their financial aspirations.

Responsibilities:

  • Directs the complete client journey to meet client demands successfully and generate opportunities for sales growth, all while managing and minimizing potential risks
  • Pinpoints and directs specialized opportunities for small businesses and offers tailored solutions during client consultations
  • Establishes a cohesive customer experience across targeted sales segments through an 80% field presence requirement
  • Nurtures relationships with key allies such as Merchants, Practicees: Solutions, Treasury, and Business Banking to expand avenues for small enterprises
  • Applies credit background to recommend to small business entrepreneurs on solutions, provisions, and digital competencies that assist them in accomplishing their short and long-term business targets
  • Assists in driving the sales distribution model to attain the specified goals and advancement of the bank's Small Business unit
  • Provides coaching, development, and guidance to associates and clients, fostering a culture that prioritizes the needs of both parties

Required Qualifications:

  • Proven effectiveness in consultative sales within the financial sector or in B2B sales environments
  • Showing concrete instances of boosting the fiscal outcomes of particular enterprises by deciphering financial statements and advising on precise actionable steps
  • Exhibits a fervent dedication to outside sales and relishes the time devoted to exploring new leads
  • Striving to enrich existing partnerships and outperform sales projections
  • Understanding the financial conditions of clients and observing industry shifts
  • Understanding and interpreting financial statements along with cash flow analysis are valuable skills to possess
  • Exhibits great communication proficiency and has illustrated strong leadership skills
  • Derives enjoyment from teaming up and engaging in discussions with bank colleagues to tackle client issues
  • Demonstrated skillful administration of a portfolio of clients, placing an emphasis on cultivating and enriching relationships
  • Profound expertise in the financial tools and solutions designed for small business owners
  • Understanding of CRM platforms and other systems utilized in the banking sector

Desired Qualifications:

  • Community leadership
  • Excellent computer capabilities and adept at multitasking effectively in a fast-paced atmosphere
  • A bachelor's degree in business, finance, or economics is the recommended qualification, although individuals with seven years of applicable work experience are also encouraged to apply

Skills:

  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Prioritizing the satisfaction and fulfillment of customers and clients is paramount
  • Pipeline Management
  • Credit Documentation Requirements
  • Financial Analysis
  • Oral Communications
  • Prioritization
  • Written Communications
  • Coaching
  • Comprehend and interpret the laws, rules, and regulations that are pertinent to the situation
  • Prospecting
  • Risk Management

About Company:

Bank of America is dedicated to fostering stronger financial futures by leveraging the strength of every interaction. Our approach revolves around promoting Responsible Growth and ensuring we meet the expectations of our clients, employees, communities, and investors continuously.

Bank of America upholds a culture centered on physical office attendance while recognizing the importance of accommodating flexibility for employees and departments to meet specific job-related needs.

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