Works with Market Executive (and Regional Sales Performance Executive) to grow revenue and deepen client relationships. Helps evaluate overall effectiveness of sales activities through direct participation in Client Team Meetings, Portfolio Analysis Meetings, Client Planning Sessions and client calling activities. Works with Market Executive to develop ongoing synergies between legacy Strategies and Growth groups. Ensures that Market Executive meets with Tier 1 (high potential) clients on regular basis. Enables Client Managers to improve revenue growth by providing support and tools to effectively prioritize and organize, thus increasing effectiveness and efficiency. Specific responsibilities include: development of strategic and tactical plans; enhancement of marketing initiatives; growth, execution and inspection of the market playbook; prospect screening; conducting gap analyses. Assesses training needs and delivers relevant training curriculum that will develop associates, with particular emphasis on sales effectiveness and CMP skills. Leads, coaches, and influences, by teaming effectively with Client Managers and developing relationships with key partners. Reports to the Regional or Specialized Sales Performance Executive.
The SPM will be responsible for the following:
- Help plan, execute and coordinate the regional strategic plan, initiatives and business routines, in support of Global Commercial Banking vision and strategic priorities
- Liaison with Sales Enablement, Finance, Client Data & Analytics, leveraging analytics to identify opportunities and performance variability
- Drive education and adoption of sales tools to improve sales effectiveness, including BofA Source, Tableau Dashboard Reports, GCB Central
- Provide Ad Hoc/Routine Reporting & Analysis
- Build and promote strong partnerships in an effort to support, develop and drive vertical strategies (Credit, Treasury, Business Integration, Digital, Merchant, Acquisition)
- Support region Employee Engagement and D&I culture with leadership of recognition activities, training, new hire orientation, RM Cohort program and Executive Council routines, as needed
- Manage operational risk to include quarterly pitchbook review, non-North American business review and strict data integrity adherence
- Leads, coaches, and influences, by teaming effectively and developing relationships with key partners
Required skills:
- Previous experience supporting a sales organization, including executives, and/or have had direct client/sales experience
- Demonstrated ability to coordinate with multiple partners, manage multiple priorities/projects simultaneously, and design and deliver materials for in-person or virtual meetings
- Demonstrated ability to influence executives, peers and partners in a wide range of settings; strong communication skills (both verbal and written)
- Strong computer, presentation, and facilitation skills
Desired Skills:
- Demonstrates solid business acumen and data analytic abilities
- Strong written and verbal communication
- Knowledge of Global Commercial Banking businesses
- Bachelor’s degree or equivalent experience
1st shift (United States of America)