About The Position

At Bank of America, the role supports the company’s purpose of helping make financial lives better through connections and delivering Responsible Growth for clients, teammates, communities, and shareholders. The company emphasizes an inclusive, caring workplace, teammate development and wellness, and an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The Business Banking Sr. Relationship Manager provides advice and financial solutions to complex Business Banking clients and prospects. The role serves as a primary point of contact and trusted advisor, acquiring, deepening, and maintaining profitable relationships. It requires knowledge of bank products and services to identify cross-selling opportunities and increase client satisfaction. The manager works with bank teammates and Product Specialists to design and deliver solutions for clients with annual revenues of $20–50 million.

Requirements

  • At least five years of experience in commercial lending, business development, commercial credit, and portfolio management in business banking or the middle market sector.
  • Experience managing an extensive portfolio of clients with annual revenues of $20–$50 million.
  • A proven track record of sales, prospecting new business, and enhancing existing relationships.
  • Ability to understand and interpret financial statements and cash flow analysis to assess company financial conditions and industry trends.
  • Minimum education requirement: High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

  • Bachelor’s degree in business, finance, economics, or a related field, or equivalent relevant work experience.

Responsibilities

  • Manage an extensive portfolio of complex clients and prospects with annual revenues of $20–50 million, helping companies save, borrow, and invest for current and future needs.
  • Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Understand and interpret financial and cash flow statements to assess company financial conditions and industry trends.
  • Collaborate with local market stakeholders and bank teammates, including Investment Banking, Foreign Exchange, and Wealth Management.
  • Facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.
  • Lead and facilitate dialogue with complex clients and prospects about their industries, alternative capital structures, and general business issues.
  • Coach and mentor peers while utilizing leadership skills.
  • Adapt to changes in sales practices and broader market and industry conditions.
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