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Bank Of America Relationship Manager Development Program - United States, California, San Francisco 218559744
Job Description:
Job Description:
This job is responsible for completing a 12-month program designed to help develop foundational knowledge and commercial 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.
Responsibilities:
Acts as a trusted advisor for clients and prospects with annual revenues of $50 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, Global Payments, Rates & FX, and Wealth Management
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
Required Qualifications:
10+ years of previous experience in sales, consulting, financial services, or business development
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days of start date)
Excellent business development skills and analytical skills
Strong interpersonal communication skills
Demonstrates personal resilience and a commitment to continuous learning
Strong business or corporate financial acumen
Ability to read and interpret both audited and unaudited company financial statements
Preferred Qualifications:
Bachelor’s degree in Accounting, Finance, or related area
MBA or Master’s degree highly preferred
Commercial credit experience and/or formal commercial credit training
Locally based business network of referral sources/centers of influence (COI’s)
Experience covering Technology clients or at least a strong passion and curiosity for the Technology sector
Skills:
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
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