Relationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CA

About the role

This job is responsible for participating in a 12-month development program designed to build foundational commercial banking sales and credit skills, preparing participants to transition into a Senior Relationship Manager role upon completion of the program.

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'/prospects 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
• Facilitates client relationships with product specialists in Credit, Treasury Management, and Merchant Services in 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
• Buils 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
• Sercurities 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

Qualifications

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