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About the Role

This role serves as the primary partner for relationship management teams in managing their portfolio. Key responsibilities include supporting sales processes, portfolio management, and risk mitigation for Global Commercial Banking (GCB) client teams, contributing to client delight, retention, risk mitigation, new client acquisition, and relationship deepening.

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.

Requirements

• 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.

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

Location

• US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)
• US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)
• US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Work Type

• 1st shift
• 40 hours per week

Education Level

• High School Diploma / GED / Secondary School or equivalent
• Bachelor’s degree

Salary/Compensations

• $32.22 - $46.20 hourly pay
• Discretionary incentive eligible
• Eligible for annual discretionary award based on performance

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees

About the Company

• Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
• We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day.
• We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
• We value the unique perspectives individuals bring from all backgrounds and career paths.
• Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.