Business Banking Relationship Manager - Miami Metro

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

This role focuses on managing and growing relationships with small business clients, providing financial solutions, identifying new opportunities, and driving sales within the fintech domain. It involves end-to-end client journey management, risk mitigation, and collaboration with internal partners.

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 and/or business-to-business sales
  • Interpreting financial statements and recommending specific levers
  • Analyzing financial conditions of clients and industry trends
  • Understanding and interpreting financial statements and cash flow analysis
  • Management of a client portfolio with focus on relationship development and deepening
  • Thorough knowledge of small business financial products and services
  • Familiarity with CRM platforms and other banking systems

Nice to have

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