Bank of America is seeking professionals to serve as primary advisors to Global Commercial Banking clients and prospects. The role focuses on building and maintaining profitable relationships with companies generating between $50 million and $2 billion in annual revenue, assisting them with their financial needs related to saving, borrowing, and investing.
Responsibilities and Expertise
The position requires managing a portfolio of clients, acquiring new business, and deepening existing relationships. Successful candidates will analyze financial statements, interpret industry trends, and collaborate with teams across the bank – including Investment Banking, Foreign Exchange, and Wealth Management – to deliver tailored financial solutions. Leadership skills are also expected, as the role involves coaching peers and adapting to evolving market conditions.
A minimum of 10 years of experience in Commercial Lending or Investment Banking is required. Candidates should demonstrate strong sales skills, corporate finance acumen, and financial modeling experience, along with a completion of formal credit training. Outstanding communication and negotiation skills are also essential.
While not required, existing market knowledge, established networking contacts, and active participation in local community organizations are considered desirable attributes.
Education and Background
An undergraduate degree in business, finance, or economics is desired, with an MBA considered beneficial. The role is part of a company that prioritizes an in-office work culture, while allowing for some flexibility. The FDIC has regulations regarding criminal history that may restrict or prohibit hiring for this position.
Frequently Asked Questions
What is the primary focus of this role?
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
What level of experience is required?
A minimum of 10 years’ experience in Commercial Lending or Investment Banking is required.
Are there any required certifications or licenses?
Yes, candidates must obtain the Securities Industry Essentials (SIE), Series 7 & 63 licenses within 180 days of the start date.
As businesses navigate increasingly complex financial landscapes, how important is a trusted advisor in helping them achieve their goals?
Related reading