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About the Role

This role is responsible for providing advice and financial solutions to complex Global Commercial Banking clients and prospects, serving as a trusted advisor to acquire, deepen, and maintain profitable relationships. The position involves collaborating with teammates and facilitating client relationships with Product Specialists, identifying cross-selling opportunities, and increasing client satisfaction.

Responsibilities

Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion.
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, including Investment Banking, Foreign Exchange, and Wealth Management.
Facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.
Leads and facilitates dialogue with complex clients and prospects regarding industry topics, alternative capital structures, and general business issues.
Coaches and mentors peers, utilizing leadership skills.
Adapts to changes in sales practices and broader market and industry conditions.

Requirements

Minimum of 10 years’ experience in Commercial Lending or Investment Banking.
Demonstrates ability to successfully manage an extensive portfolio of clients.
Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
Professional sales skills and experience, including planning, execution, and follow-up of client meetings.
Strong corporate finance, capital markets, and accounting acumen.
Financial modeling experience.
Completion of a formal credit training.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Capable of organizing, facilitating, leading, and negotiating with a team of bank associates to solve client problems.
Must obtain SIE, Series 7 & 63 license within 180 days of start date.

Skills

Client Management
Client Solutions Advisory
Prospecting
Relationship Building
Risk Management
Financial Analysis
Leadership Development
Project Management
Referral Identification
Sales Performance Management
Business Development
Client Experience Branding
Continuous Improvement
Data and Trend Analysis
Pipeline Management
Existing knowledge of the market
Active networking contacts and Centers of Influence established in the market.
Active member/participation in local community organizations.

Location

United States of America

Work Type

1st shift
40 hours per week

Experience Level

Minimum of 10 years’ experience

Education Level

Undergraduate degree or equivalent work experience desired
Majors in business, finance or economics preferred
MBA desirable

Benefits

Affordable, competitive and flexible benefits supporting physical, emotional, and financial wellness.

About the Company

At Bank of America, we are 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.