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

Bank of America

Palm Beach, FL, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Consultative sales in financial services
Prospecting and networking for new clients
Interpreting financial statements and cash flow
Bank of America is seeking a Business Banking Relationship Manager for the Palm Beach and Treasure Coast areas. The role focuses on providing comprehensive financial solutions to small businesses while fostering strong client relationships and supporting growth initiatives

Job Summary

  • The role focuses on delivering comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing high-value client relationships.
  • Candidates are expected to spend a minimum of 80% of their time in the field prospecting, networking, and developing external referral sources to drive sales.
  • Bank of America offers an inclusive workplace culture committed to responsible growth, employee wellness, and opportunities for professional development.

Matching Summary

Match Score: 85

Bank of America is seeking a Business Banking Relationship Manager for the Palm Beach and Treasure Coast areas. The role focuses on providing comprehensive financial solutions to small businesses while fostering strong client relationships and supporting growth initiatives.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Consultative sales in financial services
  • Prospecting and networking for new clients
  • Interpreting financial statements and cash flow
  • Field presence minimum of 80% of time
  • Knowledge of small business financial products

Nice-to-have

  • Community leadership experience
  • Strong computer skills for multitasking
  • Bachelor's degree in business or finance
  • Experience with CRM platforms
  • Passion for enhancing client relationships

Key Requirements

  • Proven success in consultative B2B sales
  • Ability to analyze financial conditions and trends
  • Thorough knowledge of small business banking products
  • Excellent communication and leadership abilities
  • Familiarity with CRM platforms and banking systems

Work Rights

Not specified

Tailored Resume

Cover Letter