Sr. Relationship Manager - Global Commercial Bank - Transformative Technology - NYC

Job Description

At Bank of America, we provide a culture of caring and support for our teammates, which is integral to our mission of helping make financial lives better. This includes offering competitive benefits, fostering an inclusive environment, and promoting career growth and development.

Responsibilities

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion
• Serves as the primary point of contact or trusted advisor for clients and prospects
• 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 to facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services
• Learns and applies financial modeling and credit training to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding 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

• Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking
• Proven track record of managing an extensive portfolio of clients, 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 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)
• Experience covering Technology clients or a strong passion and curiosity for the Technology sector is desired
• Existing knowledge of the market preferred
• Technology and Centers of Influence networking contacts in the community

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

Minimum Education Requirement

• Undergraduate degree or equivalent work experience required
• Majors in business, finance, or economics preferred
• MBA desirable

Shift

• 1st shift (United States of America)
• Hrs Per Week: 40