Relationship Manager Development Program - Global Commercial Bank - Middle Market - Atlanta

Bank of America; Atlanta (GA); On-site; USD 100,000 - 150,000; Full time

Job summary

Bank of America is looking to fill a crucial role that assists in transitioning into a Senior Relationship Manager position after a 12-month program. The ideal candidate will engage with clients having annual revenues ranging from $5 million to $2 billion, using their extensive sales experience to build strong relationships and drive revenue.

Essential qualifications include strong analytical and business development skills, with a requirement to obtain the Securities Industry Essentials, Series 7, and 63 licenses. A relevant undergraduate degree is preferred, and an MBA is desirable.

Qualifications

• 10+ years of demonstrated sales experience with proven ability to drive revenue.
• Securities Industry Essentials (SIE), Series 7 and 63 licenses required.
• Strong business development and analytical capabilities.
• Strong interpersonal and communication skills.
• Demonstrated resilience and commitment to continuous learning.
• Ability to read and interpret company financial statements.

Responsibilities

• Acts as a trusted advisor for clients with revenues of $5 million to $2 billion.
• Designs and implements a business plan to maximize client profitability.
• Collaborates with internal and external sales referral partners.
• Motivates and influences client team members and facilitates onboarding.

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

This job is responsible for completing a 12-month program designed to help develop foundational knowledge and business bank-specific sales and credit skills with the goal of transitioning into a Senior Relationship Manager role upon completion of the program. Key responsibilities include acquiring and maintaining a portfolio of clients and prospects from the onset. Job expectations include leveraging activity-based training modules, national, local leader and peer coaching, and rotations to learn the fundamentals of credit, treasury, and other operational services offered by the bank.

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' corporation, organization, and the related industry in addition to their strategy and needs, while responding to changes in the business environment or client/prospect needs
• Leverages ideas, insights, and relationships to generate new and incremental business for Bank of America
• Collaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services to ensure the integrated delivery of valuable financial solutions with the Risk & Compliance framework
• Designs and implements a business plan that will maximize the profitability of each client and prospect
• Builds relationships with internal and external sales referral partners
• Motivates and influences client team members appropriately and collaborates in their onboarding, coaching, and development

Required Qualifications

• 10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationships
• Securities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained 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 both audited and unaudited company financial statements

Preferred Qualifications

• Established local network of business referral sources and centers of influence (COIs)

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

Minimum Education Requirement

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

Shift

1st shift (United States of America)

Hours Per Week

40