Strategic Banking Relationship Manager

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

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.