Public Sector Banking, Senior Client Manager

Bank of America•West Palm Beach, FL

6d•Onsite

About The Position

The Public Sector Banking Senior Client Manager manages and grows a portfolio of strategic public sector clients, including state governments, cities, counties, school districts, transit and water authorities, public universities, and special districts. The role provides traditional financial services and, when needed, customized products to address clients’ financial needs. Using analytical skills and knowledge of credit policies, operations, products, and services, the Senior Client Manager leads the client management team in providing appropriate products and services. The position serves as a subject matter expert and primary contact for elected officials, finance directors, treasurers, controllers, procurement officers, and other senior government leaders. The client manager works with internal partners to analyze clients’ financial and operating strategies and recommend services that address immediate and future needs. The role is also responsible for generating new business, strengthening existing relationships, and identifying opportunities to improve the firm’s financial results across the client portfolio. The position is based in an in-office culture, with flexibility determined by role responsibilities and business needs.

Requirements

At least 10 years of progressive experience in banking, particularly focused on treasury services.
Strong sales, analytical, and financial skills.

Nice To Haves

Strong knowledge of the public sector.
Knowledge of credit.

Responsibilities

Develop and execute relationship strategies for a portfolio of public sector clients, aligned with each client’s fiscal calendar, budget cycle, and policy priorities.
Serve as the primary point of contact and subject matter expert for senior public sector leaders, including elected and appointed officials, finance directors, treasurers, and procurement officers.
Lead and coordinate the client management team and product partners, including treasury services, credit, capital markets, and operations specialists, to deliver integrated solutions.
Respond to requests for proposals and navigate public procurement processes, including preparing compliant, competitive proposals and presenting to selection committees and governing bodies.
Analyze clients’ financial positions, cash flow, operating strategies, and funding needs to recommend treasury, liquidity, payment, collections, and financing solutions.
Identify and pursue new business opportunities and expand existing relationships, setting goals for revenue, deposits, and cross-sell; actively call on clients and prospects.
Monitor legislative, regulatory, and economic developments affecting public sector entities, including collateralization, public funds, and investment requirements, and proactively advise clients.
Ensure compliance with applicable banking regulations, internal policies, and public sector contracting requirements, and manage operational and reputational risk.
Maintain a visible community presence through client meetings, industry associations, and conferences.