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LMO - Enterprise Relationship Specialist- Austin

Bank of America
Posted 2 months ago, valid for 21 days
Location

Austin, TX 78714, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Bank of America is seeking a candidate with over 10 years of experience in banking, finance, or wealth management for a position focused on managing client opportunities across various lines of business.
  • The role involves developing sales strategies, maintaining deep knowledge of Commercial Banking, Investment Banking, and Wealth Management offerings, and managing client interactions.
  • Candidates must hold Series 7 and 66 licenses, or obtain them within 120 days of employment.
  • A high school diploma is the minimum education requirement, with a bachelor's degree being preferred.
  • This full-time position offers a salary of $100,000 to $120,000 per year, with a commitment to fostering a diverse and inclusive workplace.

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

-Holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Or must be obtained within 120 days.

Desired:

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



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By applying, a Bank of America account will be created for you. Bank of America's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.