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Commercial Associate I , Business Banking - Troy, MI

Company: Bank of America
Location: Troy
Posted on: January 15, 2022

Job Description:

Job Description:

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

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

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

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description: 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

Shift:
1st shift (United States of America) Hours Per Week:
40

Keywords: Bank of America, Troy , Commercial Associate I , Business Banking - Troy, MI, Accounting, Auditing , Troy, Michigan

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