Bank of America Commercial Support Specialist - Commercial Banking - Charlotte in Charlotte, North Carolina
Serves as primary partner and analysis resource for relationship managers in the management of their portfolio. Analyzes and offers client deepening opportunities, identifies potential revenue run-off or increases and makes appropriate recommendations. Coordinates Client Management Process (CMP) activities including monthly team meetings, regular updates to the Client Action Plans, pre-call planning and client planning session preparation. Produces effective industry, prospecting, and client research for use in the sales process, and assists client team with sales presentation content. Maintains primary responsibility for Navigator coverage including deal team participants, client contact info, deal pipeline, industry/legal codes, and systems of record linkages with efficient timeliness, completeness and accuracy. Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering and related Know-Your-Client activities. Executes national and regional initiatives (ex. Client Survey Contact, Pipeline exceptions), self-identified audit issues, AML/KYC refresh, remediation projects and supports annual client migration. Manages risk activities related to wires, check fraud, overdraft/ uncollected funds and serves as point of contact for overdraft monitoring and escalations.
• Awareness and understanding of bank products and solutions used by commercial clients
• Solid business acumen and sound analytical thinking in support of sales activities
• Self-starter who takes charge in absence of detailed instruction; effectively initiates solutions
• Strong interpersonal and overall communication skills (written and verbal)
• Ability to effectively manage time and prioritize to meet deadlines; highly productive and efficient multi-tasker
• Collaboration and teaming skills
• Strong client focus
• Strong proficiency with Microsoft office (Excel, PowerPoint
college degree preferred
• Knowledge of Global Commercial Banking businesses and CMP
• Strong analytical skills
• Knowledge or experience in the automotive or RV dealer segment
Posting Date : 04/11/2018
Charlotte, NC, ONE BANK OF AMERICA CENTER, 150 N COLLEGE ST,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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