Sr. Relationship Manager - Commercial Real Estate - Houston

Bank of America • Houston, TX

418d

About The Position

The Senior Relationship Manager (SRM) at Bank of America is responsible for managing a portfolio of clients within the Commercial Real Estate Team. This role involves leading a client service team to coordinate the delivery of banking services, acting as the primary advocate and financial advisor for clients, and prospecting new business opportunities. The SRM will engage in high-level discussions with clients' executives and assess risks and impacts to develop effective client strategies. Additionally, the SRM will identify cross-selling opportunities across Bank of America's products and services.

Requirements

• 10+ years of experience in commercial real estate project lending and institutional financing.
• Demonstrated sales, marketing, and leadership skills.
• Ability to maintain effective working relationships with various partners and associates.
• Credit underwriting skills and understanding of financial accounting and commercial loan underwriting.
• Familiarity with interest rate management products, deposit, cash management, and other fee-based products.
• Excellent verbal and written communication skills.
• Strong interpersonal and organizational skills.
• Must obtain Securities Industry Essentials (SIE), Series 7 & 63 within 180 days of start date.
• Bachelor's degree in Business Administration or equivalent degree in Finance, Accounting, Economics, or Real Estate.

Nice To Haves

• Familiarity with interest rate management products and cash management services.

Responsibilities

• Manage a portfolio of clients in the commercial real estate sector.
• Lead a client service team to coordinate the delivery of banking services.
• Act as the primary bank advocate and key financial advisor for clients.
• Prospect new business and enhance existing client relationships.
• Prepare and conduct advisory-level conversations with clients' CEOs and CFOs.
• Assess risks and impacts from both the client's and the bank's perspective.
• Develop and implement overall client strategies.
• Direct and coordinate key team members in analysis and execution of services.
• Identify cross-selling opportunities for Bank of America products and services.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.
• Opportunities for learning and career growth.
• Flexible working arrangements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree