Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for serving as the primary partner for relationship management teams in the management of their portfolio. Key responsibilities include working with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams and supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening. Job expectations may include leading core sales routines and analytics.

Responsibilities:

• Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners
• Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
• Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
• Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building efforts
• Owns, ensures, and manages accuracy of information within the client relationship management system
• Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts
• Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction

Required Qualifications:

• Experience in banking, financial services or sales support roles
• Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients
• Ability to analyze data, identify trends and make recommendations based on data insights
• Applies critical thinking to determine solutions and experiences to improve clients’ financial lives
• Builds strong client relationships through effective communication and collaboration
• Executes multiple tasks simultaneously
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Strong computer application skills, including Microsoft Office with expertise in Excel

Desired Qualifications:

• Bachelor’s degree
• Experience in banking center relationship management, commercial or business banking
• Knowledge of global commercial banking products, client management processes and services such as loans, treasury management and deposits
• Understanding of banking regulations and compliance policies
• Experience using Customer Relationship Management systems, Tableau and/or banking software tools

Skills:

• Attention to Detail
• Collaboration
• Influence
• Problem Solving
• Risk Management
• Business Acumen
• Business Development
• Business Process Analysis
• Client Experience Branding
• Data Collection and Entry
• Business Analytics
• Customer Experience Improvement
• Data Visualization
• Project Management
• Sales Performance Management

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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - Walnut Creek - 2151 Oak Grove Rd - Shadelands - Merrill (CA4817)

Pay and benefits information

Pay range

$31.56 - $44.96 hourly pay, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.