המקום בו המומחים והחברות הטובות ביותר נפגשים
Job Description:
This role is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects in technology. Key responsibilities of the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also responsible for collaborating with teammates and leading/facilitating client relationships with product specialists. These individuals are well versed in our 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 $50 million to $2 billion 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 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 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/prospect industry, alternative capital structures and general business issues
• Demonstrates leadership skills and coaches/mentors peers
• Embraces change and adapts to changes in sales practices and broader market/industry conditions as needed
• Holds the following registered licenses (or obtains within 180 days of start date): SIE, S7 and S63
Note: Depending on experience, this will be a Sr. RM or an RM.
• Business Development
• Advisory Sales
• Referral Sales
• Prospecting and Qualification
• Risk Management
• Financial Analysis
• Customer Focus
• Leadership Skills
• Relationship Building
• Client Team Management
• Negotiation
• Active Listening
• Executive Presence
• Written Communication
• Organization
Required Skills
Existing knowledge of the market preferred.
Minimum Education Requirements:
Undergraduate degree or equivalent work experience required: Majors in business, finance or economics preferred. MBA desirable.
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