Relationship Manager Development Program – Global Commercial Banking – Transformative Healthcare

Jobtailor; Massachusetts; On-site; USD 120,000 - 250,000; Full time

Job summary

Bank of America in Massachusetts seeks a seasoned sales professional to act as a trusted advisor for clients and prospects with large revenues, coordinating integrated financial solutions across products and services.

You will work with internal teams across banking, treasury, and wealth management, building strategic relationships and driving profitable growth while ensuring risk and compliance standards are met. Requires robust sales experience and relevant securities licenses.

Qualifications

• 10+ years of sales experience in financial services or related industry.
• Licenses: SIE, Series 7 and 63 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 financial statements.

Responsibilities

• Acts as a trusted advisor for clients and prospects with annual revenues of $50M to $2B, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed.
• Develops an in-depth understanding of clients’ corporations, organizations, and related industries 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.
• Designs and implements a business plan that maximizes 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.

Skills

Sales experience

Business development

Interpersonal communication

Analytical skills

Resilience

Business acumen

Financial statement literacy

Education

SIE

Series 7

Series 63

Job description

Responsibilities

• Acts as a trusted advisor for clients and prospects with annual revenues of $50 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’ and prospects’ corporations, organizations, and related industries 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.
• Facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services to ensure the integrated delivery of valuable financial solutions within the Risk & Compliance framework.
• Designs and implements a business plan that maximizes 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.

Requirements

• 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.