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Bank of America Commercial Associate, Business Banking - Bridgewater, MA in Bridgewater, Massachusetts

Commercial Associate, Business Banking - Bridgewater, MA

Bridgewater, Massachusetts

Job Description:

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

  • Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting

  • Propagate industry knowledge across the market to apply learnings to multiple clients

  • Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

  • Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information

  • Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation

  • Leverage pre call planning tools to ensure consistency and execution of calling practices

  • Support Executive calling pre call planning

Market Strategy

Supports the Market Executive and Relationship Managers in a market strategy to grow the business.

  • Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan

  • Creates inspection routines that drive activities to growth

  • Develops best practices to share across the market and region

  • Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market

  • Develop COI Strategies to win influence in the market

Skills Required:

  • Bachelor’s Degree in Accounting, Finance or related area preferred

  • Executive Presence both internally to all levels of the firm and externally for client presentations

  • Ability to think strategically and build strategic plans for market growth

  • Outstanding communication skills, both written and verbal

  • Deep knowledge of sales tools, systems, and processes to support the client and client team

  • Deep knowledge of Business Banking and the clients/products

  • Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word

  • Organize routines for the Client Team that foster client engagement

  • Cultivates relationships across the market to collaborate on growth strategies

Job Band:

H5

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Key Functions:

Client & Industry Insights

Counsel Relationship Managers on insights that pertain to the client and/or industry.

  • Leverage sales tools (Navigator, PeerProfiler, VerticalIQ, Marketing Toolkit , etc.) to develop industry insights for a client or prospect meeting

  • Propagate industry knowledge across the market to apply learnings to multiple clients

  • Create Peer Profiler Library for the market’s most common industries

Proactive Calling & Pre-Call Planning

Develop and recommend effective calling strategy for the RM’s portfolio and targeted prospects to support key business goals

  • Develop pre call plan strategy for all client calls in partnership with SSA to garner existing client information

  • Develop pre call planning package for each client/prospect using insights that will shape a meaningful client conversation

  • Leverage pre call planning tools to ensure consistency and execution of calling practices

  • Support Executive calling pre call planning

Market Strategy

Supports the Market Executive and Relationship Managers in a market strategy to grow the business.

  • Works in concert with the Market Executive and Relationship Managers to build individual business plans and a market plan

  • Creates inspection routines that drive activities to growth

  • Develops best practices to share across the market and region

  • Leverages sales tools (CAT, Navigator, etc.) to mine prospecting strategies and opportunities for the market

  • Develop COI Strategies to win influence in the market

Skills Required:

  • Bachelor’s Degree in Accounting, Finance or related area preferred

  • Executive Presence both internally to all levels of the firm and externally for client presentations

  • Ability to think strategically and build strategic plans for market growth

  • Outstanding communication skills, both written and verbal

  • Deep knowledge of sales tools, systems, and processes to support the client and client team

  • Deep knowledge of Business Banking and the clients/products

  • Ability to structure presentations for client meetings using PowerPoint, Excel and/or Word

  • Organize routines for the Client Team that foster client engagement

  • Cultivates relationships across the market to collaborate on growth strategies

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22003520

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Sylvia Sanchez

Referral Bonus:

0

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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