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Business Banking Relationship Manager/Senior Relationship Manager – Indian Wells, CA
Business Banking Relationship Manager/Senior Relationship Manager – Indian Wells, CA-April 2024
Indian Wells
Apr 16, 2025
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
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About Business Banking Relationship Manager/Senior Relationship Manager – Indian Wells, CA

  Business Banking Relationship Manager/Senior Relationship Manager – Indian Wells, CA

  Indian Wells, California

  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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

  One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

  Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

  Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

  Job Description:

  This role is responsible for providing advice and valuable financial solutions to Business Banking clients and prospects. Key responsibilities of the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also responsible for collaborating with teammates and leading/facilitating client relationships with product specialists. These individuals are well versed in our products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

  Responsibilities:

  • Manages an extensive portfolio of clients and prospects with annual revenues of $5-50 million and helps companies save, borrow and invest for their current and future needs

  • Acquires, deepens and maintains profitable client relationships through sales, prospecting and enhancing existing relationships

  • Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

  • Collaborates with local market stakeholders and teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management and Merchant Services in order to design and deliver financial solutions to clients and prospects

  • Leads and facilitates dialogue with a variety of clients and prospects regarding topics such as the client/prospect industry, alternative capital structures and general business issues

  • Embraces change and adapts to changes in sales practices and broader market/industry conditions as needed

  Skills:

  • Business Development

  • Advisory Sales

  • Referral Sales

  • Prospecting and Qualification

  • Risk Management

  • Financial Analysis

  • Customer Focus

  • Influencing

  • Relationship Building

  • Client Team Management

  • Negotiation

  • Active Listening

  • Presentation Skills

  • Written Communication

  • Organization

  This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

  To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

  To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

  To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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