Business Banking Relationship Manager - Miami Metro

Bank of America Bank of America · Banking · Miami, FL

This role is for a Business Banking Relationship Manager at Bank of America, focusing on providing financial solutions to small businesses, managing client relationships, and driving sales growth. The position requires a strong background in consultative sales, financial analysis, and knowledge of small business financial products and services. The role involves significant client interaction, prospecting, and collaboration with internal partners to meet business objectives.

What you'd actually do

  1. Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
  2. Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
  3. Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
  4. Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
  5. Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

Skills

Required

  • consultative sales in financial services
  • business-to-business sales
  • interpreting financial statements
  • recommending specific levers
  • outside sales
  • prospecting
  • enhancing existing relationships
  • exceeding sales goals
  • analyzing financial conditions of clients
  • analyzing industry trends
  • interpreting financial statements
  • cash flow analysis
  • communication skills
  • leadership ability
  • partnering and negotiating
  • client portfolio management
  • relationship development
  • deepening client relationships
  • small business financial products and services
  • CRM platforms
  • banking systems

Nice to have

  • Community leadership experience
  • Strong computer skills
  • ability to multitask
  • Bachelor’s Degree in business, finance, economics or related field
  • seven years of relevant work experience