Sr Relationship Manager - Commercial Real Estate - Charlotte
Bank of America · Charlotte, NC · 1 mo ago
ManagementFull-time
Responsibilities
- Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
- Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
- Led and facilitates 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
- Coaches and mentors peers, while utilizing leadership skills
- Adapts to changes in sales practices and broader market and industry conditions as needed
Qualifications
- Must have 10+ years-experience in commercial real estate project lending and Institutional Financing.
- Candidate will have demonstrated sales, marketing and leadership skills including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates.
- Candidate will possess credit underwriting skills, presentation and negotiation skills, an understanding of financial accounting and commercial loan underwriting, as well as the relationship between credit risk, structure and pricing desired.
- Familiarity with interest rate management products, deposit, cash management and other fee-based products would be helpful.
- Must have excellent verbal and written skills as well as interpersonal and organizational skills.
- Sets must have obtained Securities Industry Essentials (SIE), Series 7 & 63 within 180 days of start date