About The Position

This job is responsible for completing a 12-month program designed to help develop foundational knowledge and business bank-specific sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include acquiring and maintaining a portfolio of clients and prospects from the onset. Job expectations include leveraging activity-based training modules, national, local leader and peer coaching, and rotations to learn the fundamentals of credit, treasury, and other operational services offered by the bank.

Requirements

  • Holds the following registered licenses (or obtains within 180 days of start date): FINRA Securities Industry Essentials (SIE), S7 and S63
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Sales Strategy
  • Client Experience Branding
  • Financial Analysis
  • Referral Management
  • Risk Management
  • Sales Performance Management
  • Data and Trend Analysis

Responsibilities

  • Acts as a trusted advisor for clients and prospects with annual revenues of $5 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed
  • Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needs
  • Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America
  • Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework
  • Designs and implements a business plan that will maximize the profitability of each client and prospect
  • Builds relationships with internal and external sales referral partners
  • Motivates and influences client team members appropriately and collaborates in their onboarding, coaching, and development

Benefits

  • health_insurance
  • dental_insurance
  • vision_insurance
  • life_insurance
  • disability_insurance
  • 401k
  • flexible_scheduling
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