About The Position

The Sr. Relationship Manager provides advice and financial solutions to complex Global Commercial Banking clients and prospects. This role serves as a primary point of contact and trusted advisor, acquiring, deepening, and maintaining profitable relationships. The position requires knowledge of the bank’s products and services to identify cross-selling opportunities and improve client satisfaction. The role manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion, helping companies address their current and future financial needs. The Relationship Manager collaborates with domestic and international teammates and Product Specialists to design and deliver financial solutions, and leads discussions with clients about their industries, capital structures, and business issues. The position also coaches and mentors peers and adapts to changes in sales practices and market conditions. This is a first-shift role with a stated schedule of 40 hours per week. Bank of America describes an in-office culture with role-specific flexibility based on responsibilities and business needs.

Requirements

  • At least 10 years of experience in Commercial Lending or Investment Banking.
  • Ability to successfully manage an extensive portfolio of clients.
  • Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
  • Professional sales skills and experience, including planning, executing, and following up on client meetings.
  • Strong corporate finance, capital markets, and accounting acumen.
  • Financial modeling experience and completion of formal credit training.
  • Outstanding oral and written communication skills.
  • Demonstrated leadership ability.
  • Ability to organize, facilitate, lead, and negotiate with a team of bank associates to solve client problems.
  • Must obtain the SIE, Series 7, and Series 63 licenses within 180 days of the start date.
  • Undergraduate degree or equivalent work experience desired; business, finance, or economics majors preferred.

Nice To Haves

  • MBA.
  • Existing knowledge of the market.
  • Active networking contacts and established Centers of Influence in the market.
  • Active membership or participation in local community organizations.

Responsibilities

  • Manage an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion, 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.
  • Interpret financial and cash flow statements to assess company financial conditions and industry trends.
  • Collaborate with domestic and international 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 discussions with complex clients and prospects about their industries, alternative capital structures, and general business issues.
  • Coach and mentor peers and use leadership skills.
  • Adapt to changes in sales practices and broader market and industry conditions.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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