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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for acting as the primary contact and advisor to targeted client group. Key responsibilities include assessing client needs and proactively generating relevant ideas and solutions, as well as enlisting the necessary expertise of product specialists, credit products officers, and support staff to deliver banking services to clients.

Responsibilities:

• Focuses on primary client coverage responsibilities and serves as the primary contact on select senior client relationships, while providing execution support to senior bankers in day-to-day client coverage and deal processes
• Drives origination efforts while providing support to others in new business development by leading presentations and providing advice to clients
• Acts as a strategic advisor to clients by utilizing a deep understanding of the clients’ strategies and collaborating with internal partners to identify and recommend solutions to client needs
• Supervises the preparation and execution of final client presentation work products, attends client meetings, and interacts with partners to effectively and competitively position the bank, while following up in a conscientious manner
• Originates and maintains strategic client relationships including at the CEO, CFO, and Board level, while proactively addressing client needs and serving as a strategic advisor
• Oversees the process for coordinating information flow and execution of work products with product groups, internal and external legal, tax, accounting, rating agencies, and regulatory parties
• Participates in the recruitment, development, training and management of resources, including vice presidents

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Skills:

• Business Development
• Client Management
• Decision Making
• Negotiation
• Relationship Building
• Advisory
• Executive Presence
• Prospecting
• Risk Analytics
• Risk Management
• Due Diligence
• Presentation Skills
• Regulatory Compliance
• Workforce Opportunity Management
• Written Communications