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Commercial Associate Business Banking - Portland, Lake Oswego or Vancouver

Company: Bank of America
Location: Vancouver
Posted on: November 23, 2022

Job Description:

Commercial Associate Business Banking - Portland, Lake Oswego or VancouverPortland, Oregon;Lake Oswego, Oregon; Vancouver, WashingtonJob Description:Partners with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings. Develops strategies to grow business in the market using portfolio analytics and sales tools. Enables the market to achieve growth targets by developing consistent execution tactics and inspection routines. Acts as a client advisor using insights and recommendations to grow the clients business.Key Functions:Client & Industry InsightsCounsel 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 markets most common industriesProactive Calling & Pre-Call PlanningDevelop and recommend effective calling strategy for the RMs 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 planningMarket StrategySupports 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 marketRequired Qualifications: 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 strategiesAdditional Qualifications: Bachelors Degree in Accounting, Finance or related area preferredJob Band:H5Shift:1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0Job Description:Partners with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings. Develops strategies to grow business in the market using portfolio analytics and sales tools. Enables the market to achieve growth targets by developing consistent execution tactics and inspection routines. Acts as a client advisor using insights and recommendations to grow the clients business.Key Functions:Client & Industry InsightsCounsel 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 markets most common industriesProactive Calling & Pre-Call PlanningDevelop and recommend effective calling strategy for the RMs 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 planningMarket StrategySupports 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 marketRequired Qualifications: 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 strategiesAdditional Qualifications: Bachelors Degree in Accounting, Finance or related area preferredShift:1st shift (United States of America)Hours Per Week:40Learn more about this roleFull timeJR-22090921Band: H5Manages People: NoTravel: Yes, 10% of the timeManager:Talent Acquisition Contact:Nicole Crandall [C]Referral Bonus:0Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Keywords: Bank of America, Vancouver , Commercial Associate Business Banking - Portland, Lake Oswego or Vancouver, Accounting, Auditing , Vancouver, Washington

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