Enterprise Relationship Specialist- Silicon Valley
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for facilitating, managing, and originating client/prospect opportunities across a Line of Business (LOB), connecting the Global Commercial Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of enterprise products and services. Key responsibilities include having an extensive knowledge and understanding of these LOBs and their offerings to cultivate relationships and build target strategies to grow market share.
Responsibilities:
Maintains a deep understanding and knowledge of the products and offerings for Commercial Banking, Investment Banking, and Wealth Management Line of Business (LOB) platforms
Develops and executes sales strategies, pipeline routines, and reporting for specific LOBs and presents results and the local market's scorecard to senior leadership
Oversees the referral process and systems related to the Commercial, Investment Banking, and Wealth Management LOBs
Manages client interactions, represents the bank, and recommends the best course of action for clients while abiding to all regulatory requirements
Cultivates internal and external relationships with leadership, advisors, relationship managers, and clients/prospects
Skills:
Client Management
Executive Presence
Negotiation
Referral Identification
Referral Management
Customer and Client Focus
Influence
Presentation Skills
Strategic Thinking
Strategy Planning and Development
Advisory
Collaboration
Pipeline Management
Policies, Procedures, and Guidelines Management
Relationship Building
Required:
10+ years experience in banking, finance or wealth management
Desired:
Series 7 and 66. Will be required to attain within 120 days.
Bachelor's degree
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Palo Alto - 3075B HANSEN WAY (CA5814), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)
Pay and benefits information
Pay range
$115,500.00 - $167,500.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Apply Now
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for facilitating, managing, and originating client/prospect opportunities across a Line of Business (LOB), connecting the Global Commercial Bank, Investment Bank, and Global Wealth Management teams to deliver the full suite of enterprise products and services. Key responsibilities include having an extensive knowledge and understanding of these LOBs and their offerings to cultivate relationships and build target strategies to grow market share.
Responsibilities:
Maintains a deep understanding and knowledge of the products and offerings for Commercial Banking, Investment Banking, and Wealth Management Line of Business (LOB) platforms
Develops and executes sales strategies, pipeline routines, and reporting for specific LOBs and presents results and the local market's scorecard to senior leadership
Oversees the referral process and systems related to the Commercial, Investment Banking, and Wealth Management LOBs
Manages client interactions, represents the bank, and recommends the best course of action for clients while abiding to all regulatory requirements
Cultivates internal and external relationships with leadership, advisors, relationship managers, and clients/prospects
Skills:
Client Management
Executive Presence
Negotiation
Referral Identification
Referral Management
Customer and Client Focus
Influence
Presentation Skills
Strategic Thinking
Strategy Planning and Development
Advisory
Collaboration
Pipeline Management
Policies, Procedures, and Guidelines Management
Relationship Building
Required:
10+ years experience in banking, finance or wealth management
Desired:
Series 7 and 66. Will be required to attain within 120 days.
Bachelor's degree
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Palo Alto - 3075B HANSEN WAY (CA5814), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)
Pay and benefits information
Pay range
$115,500.00 - $167,500.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Apply Now