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Bank Of America Sr Relationship Manager Employee Stock Ownership 
United States, North Carolina, Charlotte 
318557201

25.06.2024

Responsibilities:

  • Cover assigned Global Commercial Banking and GWIM Markets
  • Generate new opportunities by executing ESOP Finance & Advisory’s Go-to-Market Strategy
  • Work in partnership with Global Commercial Banking and GWIM partners on all aspects, strategies, and credit & finance considerations related to leveraged ESOP’s.
  • Advise Relationship Management, Enterprise Credit, and GWIM teams and their Risk organizations on all aspects of leveraged ESOPs, act as the bank’s subject matter expert to covered markets
  • Represent Bank of America in national and regional ESOP associations and events
  • Lead client discussions around leveraged ESOP dynamics (structure, pricing, lender behavior, regulatory environment, etc.), capital planning, and Bank of America capabilities

Required Skills:

  • Minimum 7-10 years of commercial banking experience including proven track record of originating and executing leveraged transactions
  • Highly developed sales, communication, presentation and credit structuring skills
  • Strong credibility within their LOB/Region/Market
  • Strong influencing, negotiation, persuasion, time management, and communication skills
  • Strong understanding of general financial concepts, working knowledge of Leveraged ESOPs and leveraged finance
  • Financial modeling experience and the completion of a formal credit training is required.
  • Demonstrated leadership ability.
  • Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days of start date)

Desired Skills:

  • Experience with GWIM’s wealth management solutions and platforms
  • Experience with BAC’s Leveraged Finance, PSRN, and Investment Banking capabilities
  • Strong advisory sales management and relationship skills
  • Strong executive presence and leadership skills
  • Undergraduate degree preferred: Majors in business, finance or economics preferred. MBA desirable.

Additional skills:

  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Relationship Building
  • Risk Management
  • Financial Analysis
  • Leadership Development
  • Project Management
  • Referral Identification
  • Sales Performance Management
  • Business Development
  • Client Experience Branding
  • Continuous Improvement
  • Data and Trend Analysis
  • Pipeline Management
1st shift (United States of America)