Relationship Manager Development Program: Commercial Banking

Bank of America; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America in Charlotte, NC, is seeking a candidate for a 12-month program to develop foundational banking sales and credit skills, ultimately transitioning to a Senior Relationship Manager role. The position involves acquiring and maintaining a client portfolio while leveraging training and coaching to understand fundamentals of credit and treasury management.

Successful candidates will have a strong background in sales and develop relationships with clients while collaborating with various teams within the bank. An undergraduate degree is preferred, and securities licenses must be obtained within 180 days of starting.

Qualifications

• 10+ years of demonstrated sales experience with proven ability to drive revenue.
• Securities Industry Essentials (SIE), Series 7 and 63 licenses required within 180 days.
• Strong business development, analytical capabilities, and interpersonal skills.
• Ability to read and interpret both audited and unaudited company financial statements.

Responsibilities

• Act as a trusted advisor for clients with revenues of $5 million to $2 billion.
• Develop an in-depth understanding of client needs and respond to business environment changes.
• Collaborate with teams across Bank of America, ensuring integrated delivery of financial solutions.
• Design and implement a business plan that maximizes client profitability.

Skills

Business Development

Pipeline Management

Prospecting

Referral Identification

Sales Strategy

Client Experience Branding

Financial Analysis

Referral Management

Risk Management

Sales Performance Management

Data and Trend Analysis

Education

Undergraduate degree in business, finance or economics

MBA

Job description

Bank of America in Charlotte, NC, is seeking a candidate for a 12-month program to develop foundational banking sales and credit skills, ultimately transitioning to a Senior Relationship Manager role. The position involves acquiring and maintaining a client portfolio while leveraging training and coaching to understand fundamentals of credit and treasury management.

Successful candidates will have a strong background in sales and develop relationships with clients while collaborating with various teams within the bank. An undergraduate degree is preferred, and securities licenses must be obtained within 180 days of starting.