Business Banking Relationship Manager - Boca Raton, Fl
Bank of America Merrill Lynch
Boca Raton, FL, US
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
Analyzing financial statements and cash flow
Bank of America Merrill Lynch is seeking a Business Banking Relationship Manager in Boca Raton, FL, responsible for delivering financial solutions to small businesses and enhancing client relationships. The role emphasizes consultative sales, financial analysis, and a client-centric approach to foster growth within the small business segment
Job Summary
The role is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing high-value client relationships.
Candidates must be passionate about outside sales and enjoy spending time prospecting to acquire new client opportunities through networking.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role considerations.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Business Banking Relationship Manager in Boca Raton, FL, responsible for delivering financial solutions to small businesses and enhancing client relationships. The role emphasizes consultative sales, financial analysis, and a client-centric approach to foster growth within the small business segment.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Consultative sales in financial services
Prospecting and networking for new clients
Analyzing financial statements and cash flow
Knowledge of small business financial products
Field presence minimum of 80% of time
Nice-to-have
Community leadership experience
Strong computer skills for multitasking
Experience with CRM platforms
Passion for developing external referral sources
Ability to coach associates and clients
Key Requirements
Proven success in consultative sales
Bachelor's Degree or seven years relevant experience
Thorough knowledge of small business financial products