Global Commercial Banking Relationship Manager Development Program

Company: Bank of America
Location: Santa Maria
Posted on: May 9, 2022

Job Description:

Job Description:




The Relationship Manager Development Program is a 12 month development program designed to equip candidates with foundational knowledge and commercial bank-specificsales skills. Successful candidates will assume the role of Relationship Manager upon completion of the program. The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a structured rotational program to teach the fundamentals of credit, treasury and other operational services offered by the bank. Upon completion of the program we will be assigning a candidate to join our Combined Coverage Region within Business Banking. The Combined Coverage Region of the Commercial Bank serves public and private companies with annual revenues of $5 million to $2 billion.

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• Incumbents are expected to begin to build a book of business from the onset
  
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  Act as trusted advisor for commercial clients within the identified segment; identify opportunities and recommend integrated solutions that encompass multiple products and services as needed; new client acquisition is a critical job responsibility
  
  
• Develop in-depth understanding of clients corporation, organization and the related industry, its strategy and needs; be responsive to changes in the business environment or client needs
  
• Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America.
  
• Effectively manage a book of relationships and act as relationship lead accountable for the clients experience
  
• Be a strong advocate for your client
  
• Leverage Credit and Treasury specialists and other expert resources to ensure the integrated delivery of credit and financial solutions within the Risk & Compliance framework
  
• Design and implement marketing strategies that will maximize the profitability of each client
  
• Build relationships with internal and external sales referral partners
  
• Complete all local and national training programs associated with the Relationship Manager Development Program
  
  
  Requirements
  
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  • Previous experience in sales, consulting, financial services or business development required (10+ years). Experience in credit/lending and corporate sales a plus.
    
  • Locally basedbusiness network preferred
    
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)
    
  • Bachelors degree required, MBA or Masters degree a plus
    
  • Education or experience in finance and accounting. Commercial Credit experience a plus.
    
  • Excellent business development skills and analytical skills
    
  • Strong business or corporate financial acumen. Ability to read and interpret both audited and unaudited company financial statements
    
  • Strong interpersonal and influence / partnership skills must excel connecting enterprise resources.
    
  • Demonstrates personal resilience and a commitment to continuous learning
    
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    Conveys confident executive presence
    
    
    
    Desired
    
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      Desire to work with an interest in the Combined Coverage identified space
      
      
      
      
      Job Band:H4
      
      Shift:1st shift (United States of America)
      
      Hours Per Week:40
      
      Weekly Schedule:8-5
      
      Referral Bonus Amount:0

Keywords: Bank of America, Santa Maria , Global Commercial Banking Relationship Manager Development Program, Executive , Santa Maria, California