Commercial Support Specialist-Sales
📋 Role Overview & Responsibilities
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description
This job is responsible for serving as the primary partner for relationship management teams in the management of their portfolio. Key responsibilities include working with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams and supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening. Job expectations may include leading core sales routines and analytics.
Responsibilities
Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partnersLeverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationshipsConducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationshipsLeads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building effortsOwns, ensures, and manages accuracy of information within the client relationship management systemManages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdraftsMeets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction
Required Skills
Strong aptitude for strategic and critical thinking with the ability to connect analytical work to the client needs and strategic objectives; client focusedStrong business and financial acumen; familiarity with commercial banking a plusProven organizational skills and ability to execute tasks and projects independentlyEfficiently able to meet deadlines while balancing competing demands of multiple internal partnersMust demonstrate strong interpersonal, collaboration and communication skills.Proficiency with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook; advanced Excel skills
Desired Skills
Undergraduate Degree preferred
Skills
Attention to DetailCollaborationInfluenceProblem SolvingRisk ManagementBusiness AcumenBusiness DevelopmentBusiness Process AnalysisClient Experience BrandingData Collection and EntryBusiness AnalyticsCustomer Experience ImprovementData VisualizationProject ManagementSales Performance Management
Shift
1st shift (United States of America)
Hours Per Week
40
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This position is located in North Bethesda, MD with potential relocation and sponsorship assistance depending on candidate qualifications.
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