Sr. Relationship Manager - Global Commercial Bank - Middle Market
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. Our culture supports physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, which strengthen 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 with flexibility based on role-specific responsibilities and business needs.
About the role
This role is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. You will serve as the primary point of contact or trusted advisor, acquiring, deepening, and maintaining profitable relationships while collaborating with teammates and facilitating client relationships with Product Specialists.
Responsibilities
- Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion, helping 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 across Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.
- Leads and facilitates dialogue with complex clients and prospects on topics such as industry trends, 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.
Requirements
- 10+ years’ experience in Commercial Lending or Investment Banking.
- Demonstrated ability to successfully manage an extensive portfolio of middle-market clients with revenues greater than $50 million.
- Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
- Professional sales skills and experience, including planning, execution, and follow-up of client meetings.
- Strong corporate finance, capital markets, and accounting acumen.
- Financial modeling experience; completion of a formal credit training preferred.
- Outstanding oral and written communication skills.
- Demonstrated leadership ability and capability to organize, facilitate, lead, and negotiate with a team of bank associates to solve client problems.
- Securities Industry Essentials (SIE), Series 7 & 63 (must obtain within 180 days of start date).
Qualifications
- Undergraduate degree required; majors in business, finance, or economics preferred.
- MBA desirable or equivalent experience.
Desired Skills
- Existing knowledge of the market preferred.
- Active membership/participation in local community organizations.
- Established active networking contacts and Centers of Influence in the market.
Skills
- Client Management
- Client Solutions Advisory
- Prospecting
- Relationship Building
- Risk Management
- Financial Analysis
- Leadership Development
- Project Management
- Referral Identification
- Sales Performance Management
- Business Development
- Client Experience Branding
- Continuous Improvement
- Data and Trend Analysis
- Pipeline Management
Schedule
- 1st shift (United States of America)
- 40 hours per week