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  1. Home
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  3. accounting & finance
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  5. Business Banking Relationship Manager
Bank of America logo

Business Banking Relationship Manager

Not Disclosed•Full-TimeOn-site

location_on1000,1000 1/2, South Bay Front, Balboa Island, Newport Beach, Orange County, California, 92662, United States

Apply Now

About the Team

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, attracting exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.

We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations. Our hiring managers will provide detailed information regarding in-office expectations upon offer.

About the Role

The Business Banking Relationship Manager in Newport Beach is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million. This role focuses on actively managing and deepening relationships with high-value and opportunity clients while supporting the growth and profitability of the small business customer base.

You will deliver a branded customer experience by spending a minimum of 80% of your time in the field. The position involves identifying, developing, and driving results through prospecting, networking, and developing external referral sources to acquire new client opportunities. You will leverage your 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.

Hiring Process

To proceed with your application, you must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Please acknowledge these requirements before submitting your application.

Equal Opportunity & Culture

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. We affirm in policy and practice to support and promote the concept of equal employment opportunity.

The company also prohibits discrimination on other bases such as medical condition or marital status. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

For more information on your rights, please refer to the "Know Your Rights" poster provided by the EEOC.

Work location

Work model: On-site

location_on

1000,1000 1/2, South Bay Front, Balboa Island, Newport Beach, Orange County, California, 92662, United States

Newport Beach, California

Key Responsibilities

  • check_circleManage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  • check_circleIdentify and refer specialized small business opportunities and solutions to clients while conducting relationship reviews
  • check_circleDeliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  • check_circleFoster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase opportunities
  • check_circleLeverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities
  • check_circleSupport execution of the sales delivery model to achieve targeted performance and growth of the Small Business segment
  • check_circleCoach, develop, guide, and deliver feedback to associates and clients while embodying a client-centric culture

Requirements

  • verifiedHigh School Diploma/GED or equivalent work experience
  • verified7 years relevant work experience
  • verifiedUndergraduate degree in business, finance or economics preferred
  • verified18 years of age
  • verifiedProven success in consultative sales in financial services or B2B sales
  • verifiedAbility to interpret financial statements and cash flow analysis
  • verifiedThorough knowledge of small business financial products and services
  • verifiedFamiliarity with CRM platforms and banking systems

Nice to Have

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

Bank of America logo
Company

Bank of America

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

7+ yrs (Mid Level)

Education

High School Diploma/GED or equivalent work experience

Job Type

Full-Time

Skills Required

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Skills, education and keywords

Skills: CRM Platforms, Banking Systems, Financial Analysis, Cash Flow Analysis, Credit Documentation Requirements, Risk Management, Prospecting, Pipeline Management, Client Management, Client Solutions Advisory.

Education: High School Diploma/GED or equivalent work experience; Undergraduate degree in business, finance or economics preferred.

Frequently asked questions about Business Banking Relationship Manager at Bank of America

What does a Business Banking Relationship Manager at Bank of America do?expand_more
A Business Banking Relationship Manager at Bank of America is responsible for the following: Manage the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk; Identify and refer specialized small business opportunities and solutions to clients while conducting relationship reviews; Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time; and Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase opportunities.
What are the requirements for this Business Banking Relationship Manager role?expand_more
To qualify for the Business Banking Relationship Manager at Bank of America position, applicants should have: High School Diploma/GED or equivalent work experience; 7 years relevant work experience; Undergraduate degree in business, finance or economics preferred; 18 years of age; Proven success in consultative sales in financial services or B2B sales; and Ability to interpret financial statements and cash flow analysis.
Where is the Business Banking Relationship Manager role at Bank of America located?expand_more
Business Banking Relationship Manager at Bank of America is based in 1000,1000 1/2, South Bay Front, Balboa Island, Newport Beach, Orange County, California, 92662, United States. This is a on-site role.
Is this Business Banking Relationship Manager job remote, hybrid, or on-site?expand_more
Bank of America has listed this Business Banking Relationship Manager role as on-site.
How much experience is required for this Business Banking Relationship Manager role?expand_more
Business Banking Relationship Manager at Bank of America typically requires 7+ years of relevant experience at the mid level level.
What skills do you need for the Business Banking Relationship Manager role at Bank of America?expand_more
Key skills for Business Banking Relationship Manager at Bank of America include CRM Platforms; Banking Systems; Financial Analysis; Cash Flow Analysis; Credit Documentation Requirements; Risk Management; Prospecting; and Pipeline Management.
What education is required for Business Banking Relationship Manager at Bank of America?expand_more
Educational requirements for this role: High School Diploma/GED or equivalent work experience; and Undergraduate degree in business, finance or economics preferred.
What category does the Business Banking Relationship Manager role belong to?expand_more
Business Banking Relationship Manager at Bank of America is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobsVolunteer jobs
Top states
Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in VirginiaAll states →
Top categories
Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsIT jobsSales jobsHospitality & Catering jobsAccounting & Finance jobs
Popular skills
CDL-A jobsExcel jobsEnglish jobsMicrosoft Office jobs
Featured employers
Company
About usFAQContactPrivacy policy

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
CRM PlatformsBanking SystemsFinancial AnalysisCash Flow AnalysisCredit Documentation RequirementsRisk ManagementProspectingPipeline ManagementClient ManagementClient Solutions Advisory
US privacy notice
Accessibility