Commercial Associate I, Business Banking -Iselin, NJ in Bank of America at Iselin, NJ
Website Bank of America
This listing is about Bank of America in Iselin, NJ
in 2022
About the job
Job Description:
Business Banking Commercial Associate
Summary:
- Partner with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings
- Develop strategies to grow business in the market using portfolio analytics and sales tools
- Enable the market to achieve growth targets by developing consistent execution tactics and inspection routines
- Act as a client advisor using insights and recommendations to grow the client’s business
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
- 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
Company:Â Bank of America
Vacancy Type: Â
Job Location:Â Iselin, NJ
Application Deadline: N/A
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