Job Details

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 Responsibilities:This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of businessLeads complex credit opportunities, including structured credit dealsGrows book balances and Year over Year revenuePartners with and mentors Private Client Managers on more complex products and client relationshipsActs as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfactionEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired Skills:Excellent ability to work in a team environmentStrong interpersonal and influence/partnership skillsSignificant knowledge of banking and credit: general understanding of investments, trust, and wealth transfer7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experienceSeries 7, 63, and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this positionDesired Skills:MBA or Post-Graduate Degree preferredCFP, CPA, CFA, CTFA, CFM, or JD a significant plusSkills:Client ManagementClient Solutions AdvisoryLoan StructuringRelationship BuildingRisk ManagementActive ListeningAnalytical ThinkingOral CommunicationsReferral ManagementUnderwritingAccount ManagementAttention to DetailCollaborationDecision MakingFinancial AnalysisMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency details:Pay range: $110,000.00 - $200,000.00 annualized salary, offers to be determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly, and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.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.#J-18808-Ljbffr