Relationship Manager Rotational Development Program

Bank of America; Town of Charlotte (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is launching a 12-month program to build foundational knowledge and business bank-specific sales and credit skills, with the goal of advancing to a Senior Relationship Manager role upon completion.

The program emphasizes acquiring and maintaining a client portfolio, with rotations and coaching across credit, treasury, and other services to enable integrated financial solutions within a strong Risk & Compliance framework.

Qualifications

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

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.
• Develops an in-depth understanding of clients’/prospects corporation, organization, and industry to tailor strategies.
• Leverages ideas and relationships to generate new and incremental business for Bank of America.
• Collaborates with domestic and international teammates and product specialists to ensure integrated delivery of financial solutions.
• Designs and implements a business plan to maximize profitability for each client and prospect.
• Builds relationships with internal and external sales referral partners; mentors onboarding teams.

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

Bachelor's degree or equivalent

MBA desirable

Job description

Bank of America is launching a 12-month program to build foundational knowledge and business bank-specific sales and credit skills, with the goal of advancing to a Senior Relationship Manager role upon completion.

The program emphasizes acquiring and maintaining a client portfolio, with rotations and coaching across credit, treasury, and other services to enable integrated financial solutions within a strong Risk & Compliance framework.