• Job Description

  Req#: 25016781

  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.

  Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

  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 providing overall support in the daily responsibilities of the aligned Enterprise Relationship Specialists (ERS), driving cross line of business partnership and collaborating between advisors and relationship managers. Key responsibilities including vetting, processing, and maintaining referrals. Job expectations include daily interactions with advisors, bankers, line of business market executives, and Local Market Organization (LMO) leadership.

  Responsibilities:

  • Manages referral vetting, processing, and pipeline maintenance, as well as referral assignments
  • Accesses various systems for referral vetting, processing, and pipeline maintenance, including PMAC, Tableau, Salesforce, Interact, CES, and others
  • Interacts daily with advisors, bankers, line of business market executives, and LMO leadership in a matrixed environment across multiple markets to drive cross line of business referral opportunities
  • Leads and participates in calls, meetings, and written correspondence with advisors, bankers, and potentially clients, which requires the ability to work in a fast paced environment with a high level of attention to detail
  • Provides back up support to the Enterprise Relationship Specialists when necessary
  • Delivers overall support in the daily functions and responsibilities of multiple aligned Enterprise Relationship Specialists

  Skills:

  • Attention to Detail
  • Client Management
  • Executive Presence
  • Negotiation
  • Referral Management
  • Reporting
  • Result Orientation
  • Written Communications
  • Active Listening
  • Collaboration
  • Customer and Client Focus
  • Influence
  • Referral Identification
  • Relationship Building
  • Strategic Thinking
  • Strategy Planning and Development
  • Advisory
  • Business Development
  • Client Solutions Advisory
  • Critical Thinking
  • Pipeline Management
  • Policies, Procedures, and Guidelines Management
  • Presentation Skills
  • Risk Management

  Required Qualifications:

  5+ years experience in banking, finance or wealth management

  Desired:

  Series 7 and 66. Will be required to attain within 120 days.

  Bachelor's degree

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

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

• About the company

  Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

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