Description
This role is responsible for providing advice and valuable financial solutions to Business Banking clients and prospects.
Key responsibilities of the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships.
This role is also responsible for collaborating with teammates and leading / facilitating client relationships with product specialists.
These individuals are well versed in our products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities :
- Manages an extensive portfolio of clients and prospects with annual revenues of $5-50 million and helps companies save, borrow and invest for their current and future needs
- Acquires, deepens and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborates with local market stakeholders and 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 in order to design and deliver financial solutions to clients and prospects
- Leads and facilitates dialogue with a variety of clients and prospects regarding topics such as the client / prospect industry, alternative capital structures and general business issues
- Embraces change and adapts to changes in sales practices and broader market / industry conditions as needed
Skills :
- Business Development
- Advisory Sales
- Referral Sales
- Prospecting and Qualification
- Risk Management
- Financial Analysis
- Customer Focus
- Influencing
- Relationship Building
- Client Team Management
- Negotiation
- Active Listening
- Presentation Skills
- Written Communication
- Organization
This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.
Shift :
1st shift (United States of America)
Hours Per Week :