Business Banking Relationship Manager - Palm Beach / Treasure Coast, Fl

Bank of America Merrill Lynch

Palm Beach, Florida, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations
Consultative sales in financial services
Interpret financial statements and cash flow
Prospecting and networking for new clients
Bank of America Merrill Lynch is seeking a Business Banking Relationship Manager for the Palm Beach and Treasure Coast areas. The role focuses on providing financial solutions to small businesses, managing client relationships, and driving new client acquisition while adhering to an in-office culture

Job Summary

  • The role focuses on providing comprehensive financial solutions to small businesses with annual revenues up to $20 million.
  • Candidates must be willing to spend a minimum of 80% of their time in the field prospecting and building relationships.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Business Banking Relationship Manager for the Palm Beach and Treasure Coast areas. The role focuses on providing financial solutions to small businesses, managing client relationships, and driving new client acquisition while adhering to an in-office culture.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Consultative sales in financial services
  • Interpret financial statements and cash flow
  • Prospecting and networking for new clients
  • Manage client portfolio and deepening relationships
  • Knowledge of small business financial products

Nice-to-have

  • Community leadership experience
  • Strong computer skills and multitasking ability
  • Bachelor's degree in business or finance
  • Experience with CRM platforms
  • Coaching and developing associates

Key Requirements

  • Proven success in consultative B2B sales
  • Ability to analyze financial conditions and industry trends
  • Excellent communication and leadership skills
  • Thorough knowledge of credit and banking systems

Work Rights

Not specified

Tailored Resume

Cover Letter