LMO - Enterprise Relationship Specialist- Austin

Bank of AmericaAustin, TX
Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for facilitating, managing, and originating client/prospect opportunities across a Line of Business (LOB), connecting the Global Commercial Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of enterprise products and services. Key responsibilities include having an extensive knowledge and understanding of these LOBs and their offerings to cultivate relationships and build target strategies to grow market share.

Requirements

  • 10+ years experience in banking, finance or wealth management
  • Holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Or must be obtained within 120 days.

Nice To Haves

  • Bachelor's degree

Responsibilities

  • Maintains a deep understanding and knowledge of the products and offerings for Commercial Banking, Investment Banking, and Wealth Management Line of Business (LOB) platforms
  • Develops and executes sales strategies, pipeline routines, and reporting for specific LOBs and presents results and the local market's scorecard to senior leadership
  • Oversees the referral process and systems related to the Commercial, Investment Banking, and Wealth Management LOBs
  • Manages client interactions, represents the bank, and recommends the best course of action for clients while abiding to all regulatory requirements
  • Cultivates internal and external relationships with leadership, advisors, relationship managers, and clients/prospects
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