About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Great opportunity to join Bank of America’s Commercial Bank. Our Middle Market Commercial Banking team is seeking a Senior Relationship Manager to join our Boston office. This is a unique opportunity to work with the owners, CEOs, CFOs, and leadership teams of dynamic public and private companies generating $50 million to $250 million in annual revenue. As a trusted advisor, you will help clients navigate key growth opportunities, deliver sophisticated financing and treasury solutions, and build deep, long-term relationships. You'll partner with a market-leading platform, a strong local team, and the full resources of Bank of America to drive meaningful outcomes for clients while growing your own portfolio.

Requirements

  • 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.
  • Existing knowledge of the market required.
  • Demonstrates ability to successfully manage an extensive portfolio of clients.
  • Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Strong corporate finance, capital markets and accounting acumen.
  • Financial modeling experience and the completion of a formal credit training is required.
  • Outstanding oral and written communication skills.
  • Demonstrated leadership ability.
  • Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Nice To Haves

  • Undergraduate degree in related field or equivalent work experience.
  • MBA desirable.
  • Active member/participation in local community organizations.
  • Highly desirable to have active networking contacts and Centers of Influence established in local markets.

Responsibilities

  • Providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
  • Serving as the primary point of contact or trusted advisor.
  • Acquiring, deepening, and maintaining profitable relationships.
  • Collaborating with teammates.
  • Facilitating client relationships with Product Specialists.
  • Identifying cross-selling opportunities and increasing overall client satisfaction.
  • Successfully managing an extensive portfolio of middle market clients with revenues of $50 million to $250 million.
  • Acquiring, deepening, and maintaining profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Understanding and interpreting financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
  • Collaborating with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitating client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
  • Leading and facilitating dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues.
  • Coaching and mentoring peers, while utilizing leadership skills.
  • Adapting to changes in sales practices and broader market and industry conditions as needed.

Benefits

  • Access to paid time off
  • Resources and support to our employees
  • Discretionary incentive eligible
  • Annual discretionary award based on individual performance, line of business performance, and overall company success.
  • Industry-leading benefits
  • This role is currently benefits eligible.
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