LMO - Enterprise Relationship Specialist- Dallas
Bank of America•Dallas, TX
•Onsite
About The Position
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.
- Must live in or near Dallas, TX
- Client Management
- Executive Presence
- Negotiation
- Referral Identification
- Referral Management
- Customer and Client Focus
- Influence
- Presentation Skills
- Strategic Thinking
- Strategy Planning and Development
- Advisory
- Collaboration
- Pipeline Management
- Policies, Procedures, and Guidelines Management
- Relationship Building
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
- This is a client facing role, so must be able to prioritize in-person visibility in the market and show up with strategic intent to help drive market engagement with employees, clients, and communities
Benefits
- Opportunities to learn, grow, and make an impact
- Commitment to being a diverse and inclusive workplace
- Attracting and developing exceptional talent
- Supporting teammates’ physical, emotional, and financial wellness
- Recognizing and rewarding performance
- Making an impact in the communities we serve
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
