Commercial Support Specialist-Sales (Southwest Region - Dallas/Frisco)

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

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 partners
• Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
• Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
• Leads 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 efforts
• Owns, ensures, and manages accuracy of information within the client relationship management system
• Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts
• Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction

Required Qualifications:

• Experience in banking, financial services or sales support roles
• Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients
• Ability to analyze data, identify trends and make recommendations based on data insights
• Applies critical thinking to determine solutions and experiences to improve clients’ financial lives
• Builds strong client relationships through effective communication and collaboration
• Executes multiple tasks simultaneously
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Strong computer application skills, including Microsoft Office with expertise in Excel

Desired Qualifications:

• Bachelor’s degree