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

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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve.

Bank of America is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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 the client or prospect’s corporation, organization, and 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