Philadelphia, PA2 days ago
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 neededDevelops 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 needsLeverages ideas, insights, and relationships to generate new and incremental business for Bank of AmericaCollaborates with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange, and Wealth ManagementFacilitates 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 frameworkDesigns and implements a business plan that will maximize the profitability of each client and prospectBuilds relationships with internal and external sales referral partnersMotivates and influences client team members appropriately and collaborates in their onboarding, coaching, and developmentRequired Qualifications:10+ years of demonstrated sales experience, with a proven ability to drive revenue and build client relationshipsSecurities Industry Essentials (SIE), Series 7 and 63 licenses required to be obtained within 180 days of start dateStrong business development and analytical capabilitiesStrong interpersonal and communication skillsDemonstrated resilience and commitment to continuous learningStrong business acumenAbility to read and interpret both audited and unaudited company financial statementsPreferred Qualifications:Established local network of business referral sources and centers of influence (COIs)Skills:Business DevelopmentPipeline ManagementProspectingReferral IdentificationSales StrategyClient Experience BrandingFinancial AnalysisReferral ManagementRisk ManagementSales Performance ManagementData and Trend AnalysisMinimum Education Requirement: Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. Job expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance.