Business Banking Relationship Manager Small - Ft Worth Tx jobs at Bank Of America in United States, Fort Worth

This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs

• Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships

• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends

• Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects

• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues

• Coaches and mentors peers, while utilizing leadership skills

• Adapts to changes in sales practices and broader market and industry conditions as needed

Required Qualifications:

• 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required

• Management of an extensive portfolio of clients with annual revenues of $20-$50 million

• Proven track record of sales, prospecting new business and enhancing existing relationships

• Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:

• Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience

Skills:

• Business Development

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Account Management

• Financial Analysis

• Leadership Development

• Loan Structuring

• Referral Identification

• Credit Documentation Requirements

• Pipeline Management

• Referral Management

• Regulatory Compliance

• Risk Management

High School Diploma / GED / Secondary School or equivalent

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Qualifications:

• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

Desired Qualifications:​

• Experience with financial information, spreadsheets and financial skills.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual skills.

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:

Will manage projects and assessments associated with the security of the event. Travels in advance of the event commencing and performs detailed security surveys for all identified locations, making the necessary contacts and arrangements to ensure guest safety. Will be responsible for analyzing and identifying potential threats through extensive monitoring and analysis of multiple platforms.

Extensive hours on feet; Typical day for investor and internal management conferences is 14–15 hrs./day for consecutive days.

Able to respond to all medical situations. Major Events Security Manager could be first on scene and required to perform first responder duties. Must be able to manage ongoing incidents, medical conditions and / or event investigations during the event. This is in addition to event oversight responsibilities with planner, event staff, additional security and venue. Have to be able to recognize priorities and what may be handled when you return to your room at the conclusion of day.

Responsibilities:

• Executes executive protection activities with decisiveness and precision, identifies and responds to security situations and events, and coordinates timely deployment of teams and assets

• Prioritizes and balances workload and cross-training across the team, ensuring team resiliency and capacity to manage competing priorities

• Communicates event security information effectively and securely to key stakeholders

• Develops and implements security plans and protocols for events, ensuring the safety of clients and employees and proper screening/vetting procedures for all event guests

• Develops strong partnerships with key business stakeholders, and local and federal law enforcement agencies

• Executes projects and assessments associated with the security of the senior management team

• Manages expenses related to event security costs, in line with objectives and budget

Required Qualifications:

• Minimum of 5 years’ experience in security management role

• Excellent Communication Skills (verbal and written) and be able to interact with internal customers/leadership and external partners.

• Proven experience in managing teams and coordinating with private security and law enforcement agencies.

• Critical thinking under pressure.

• Demonstrated ability to be self-motivated/self-starter.

• Influencer – Must have the ability to interact and work closely with internal and external stakeholders, influencing decisions on appropriate security resources.

• Adaptability

• Durability

• Solid Computer Skills – working with MS Office suite.

• Must be able to respond to matters and issues off regular work hours.

• Problem Solver – Must have the ability to solve problems to ensure sufficient security and safety strategies are applied.

• Valid Driver’s License

Desired Qualifications:

• AED/CPR/ First Responder Certified/TECC. Not required at time of hire but must obtain within 6 months of hiring.

• CPP, PSP, or similar certification

• Law Enforcement / Intelligence / Military / Event Security Background

• Ability to travel (domestic & international) as needed

Skills:

• Crisis Management

• Executive Presence

• Facility Security Management

• Stakeholder Management

• Threat Analysis

• Adaptability

• Attention to Detail

• Business Case Analysis

• Client Management

• Relationship Building

• Administrative Services

• Critical Thinking

• Customer Experience Improvement

• Transportation Services Management

• Workforce Planning

Job Description:

Job Description:

This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

• Has demonstrated experience and proven success with business-to-business sales, or small business banking.
• Has strong communication skills with the ability to effectively influence clients.
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
• Has a proven sales track record.
• Is able to build productive partnerships and working relationships.
• Is experienced with outbound phone sales.

Desired Qualifications:​

• Experience with financial information, spreadsheets and financial skills.
• Experience with in-person customer service and sales.
• Experience working with small business clients.
• Experience meeting or exceeding goals.
• A working knowledge of small business products and services.
• Bilingual skills.

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

This job is responsible for connecting Consumer Investments clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing sales opportunities with some service requests, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include partnering with specialists across Consumer Investments to fulfill banking needs of clients to assist in accomplishing their financial goals.

Responsibilities:

• Partners with Consumer Investments call center advisors and relationship managers to educate and deepen on bank sales opportunities for personal banking needs
• Works with Consumer Investments clients to deepen relationships by uncovering financial needs and recommending the best bank products, services, and solutions to meet those needs
• Responds to general customer inquiries, navigate complex situations and providing problem resolution for client concerns
• Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs)
• Quotes rates, terms, and programs for banking solutions with 100% accuracy
• Manages risk in every business, product, and service transaction by consistently leveraging available tools and resources

Qualifications:

• Active Listening
• Business Development
• Consulting
• Customer Service Management
• Customer and Client Focus
• Adaptability
• Attention to Detail
• Client Experience Branding
• Interpret Relevant Laws, Rules, and Regulations
• Client Solutions Advisory
• Issue Management
• Problem Solving

High School Diploma / GED / Secondary School or equivalent