Business Banking Sr Relationship Manager

Bank of America•Pasadena, CA

10d•$140,000 - $185,000•Onsite

About The Position

This role provides advice and financial solutions to complex Business Banking clients and prospects. The Senior Relationship Manager serves as the primary point of contact and trusted advisor, acquiring, deepening, and maintaining profitable client relationships. The role collaborates with teammates and Product Specialists, using knowledge of bank products and services to identify cross-selling opportunities and improve client satisfaction. The position manages an extensive portfolio of companies with annual revenues of $20–$50 million, helping clients save, borrow, and invest for current and future needs. It analyzes financial and cash flow statements and industry trends, leads client discussions on business and financing topics, and works with local market stakeholders and specialists across the bank to design and deliver financial solutions. The role also coaches and mentors peers and adapts to changes in sales practices and market conditions. The position is based at 800 E Colorado Blvd, Pasadena, California. Bank of America describes its culture as committed to responsible growth, inclusion, teammate development and wellness, and impact in the communities it serves. The company maintains an in-office culture with role-specific flexibility.

Requirements

At least 5 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.
Proven track record in sales, prospecting new business, and enhancing existing relationships.
Ability to understand and interpret financial statements and cash flow analysis to assess companies’ financial conditions and industry trends.
High school diploma/GED or equivalent work experience.

Nice To Haves

Bachelor’s degree in Business, Finance, or Economics, 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 enhancement of existing relationships.
Understand and interpret financial and cash flow statements to assess companies’ financial conditions and industry trends.
Collaborate with local market stakeholders and teammates across the bank, 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 using leadership skills.
Adapt to changes in sales practices and broader market and industry conditions.