Corporate Banking Relationship Manager - Program Track

Bank of America; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Bank of America in Dallas is offering a 12-month program designed to develop foundational knowledge and sales/credit skills for a Senior Relationship Manager role. The program focuses on acquiring and managing a portfolio of clients, with coaching from leaders and rotations through credit, treasury, and allied services.

The role emphasizes client advisory, industry understanding, and delivering integrated financial solutions while aligning with Risk & Compliance standards.

Qualifications

• 10+ years of demonstrated sales experience.
• Securities Industry Essentials (SIE), Series 7 and 63 licenses required within 180 days of start date.
• Strong business development and analytical capabilities.
• Strong interpersonal and communication skills.
• Demonstrated resilience and commitment to continuous learning.
• Strong business acumen.
• Ability to read and interpret financial statements.

Responsibilities

• Acts as a trusted advisor for clients and prospects with annual revenues of $5 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed.
• Develops an in-depth understanding of clients'/prospects corporation, organization, and the related industry, including their strategy and needs.
• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America.
• Collaborates with internal teams across functions to deliver integrated financial solutions within Risk & Compliance guidelines.
• Designs and implements a business plan to maximize profitability for each client and prospect.
• Builds relationships with internal and external sales referral partners.
• Motivates and coaches client team members and supports onboarding and development.

Skills

Business development

Pipeline management

Prospecting

Referral identification

Sales strategy

Client experience branding

Financial analysis

Risk management

Sales performance management

Data and trend analysis

Education

Undergraduate degree or equivalent work experience

Majors in business, finance or economics preferred

MBA desirable

Job description

Bank of America in Dallas is offering a 12-month program designed to develop foundational knowledge and sales/credit skills for a Senior Relationship Manager role. The program focuses on acquiring and managing a portfolio of clients, with coaching from leaders and rotations through credit, treasury, and allied services.

The role emphasizes client advisory, industry understanding, and delivering integrated financial solutions while aligning with Risk & Compliance standards.