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

JOB DESCRIPTION:

This job is responsible for pro-actively generating ideas and developing solutions as a deal team captain to meet client needs. Key responsibilities include serving as the primary contact and advisor for some select clients and is an active member of client and/or deal teams working with senior staff. Job expectations include continuing to develop product and client relationship skills.

SKILLS:

• Credit and Risk Assessment
• Due Diligence
• Financial Analysis
• Financial Forecasting and Modeling
• Presentation Skills
• Customer and Client Focus
• Networking
• Relationship Building
• Scenario Planning and Analysis
• Data and Trend Analysis
• Market Analysis
• Prospecting
• Risk Modeling
• Strategic Thinking

• Acts as point of contact/advisor with select clients
• Builds and manages relationships with corporate clients with emphasis on origination business and portfolio risk in the assigned business segment
• Calls on existing or prospective clients and meets with financial officers/treasurers/Chief Financial Officer to advice on a range of corporate banking product solutions to meet client needs
• Prices products within targeted rate of return, documents and closes transactions, ensures conformance with Bank policy and regulatory requirements
• Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction and resolves all client needs and interfaces with other departments to resolve any customer concerns
• Monitors and analyses relationship plan results, account activities, and determines client profitability
• Ensures the integrity and completeness of documentation in conformance with regulatory requirements and established policies and procedures