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

Bank of America

Palm Beach, Florida, US
On-site
Small business financial solutions
Client journey management
Outside sales prospecting
Bank of America is seeking a Business Banking Relationship Manager for the Palm Beach and Treasure Coast areas, focusing on providing comprehensive financial solutions to small businesses with annual revenues up to $20 million. The ideal candidate will be responsible for managing client relationships, driving sales opportunities, and delivering exceptional customer experiences, while adhering to the company's commitment to responsible growth and an inclusive workplace

Job Summary

  • This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients.
  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
  • Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.

Matching Summary

Match Score: 85

Bank of America is seeking a Business Banking Relationship Manager for the Palm Beach and Treasure Coast areas, focusing on providing comprehensive financial solutions to small businesses with annual revenues up to $20 million. The ideal candidate will be responsible for managing client relationships, driving sales opportunities, and delivering exceptional customer experiences, while adhering to the company's commitment to responsible growth and an inclusive workplace.

Skills & Requirements

Must-have

  • Small business financial solutions
  • Client journey management
  • Outside sales prospecting
  • Financial statement analysis
  • Small business products and services

Nice-to-have

  • Community leadership experience
  • Client and employee-centric culture
  • Partnering with bank employees

Key Requirements

  • Proven success in consultative sales
  • Demonstrated success improving business financial outcomes
  • Thorough knowledge of small business financial products
  • Familiarity with CRM platforms
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

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