Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (Philadelphia)

About the role

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.

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.

Responsibilities

• Manage and expand a portfolio of large, complex Healthcare, Education, and Nonprofit relationships, delivering strategic advice and customized solutions across treasury management, liquidity, credit, capital markets, wealth management, and other enterprise solutions.
• Achieve trusted advisor status with executive leadership teams, providing insights on industry trends, capital planning, liquidity management, operational efficiency, and organizational growth initiatives.
• Develop and execute comprehensive relationship growth strategies that increase profitability, deepen client engagement, and increase market and wallet share.
• Identify and acquire new client relationships through proactive prospecting, industry networking, referral development, and strategic business development efforts.
• Lead cross-functional teams of product specialists and banking professionals to deliver integrated client solutions and exceptional client experiences.
• Analyze financial performance, industry dynamics, and organizational strategies to assess creditworthiness, identify risks, and uncover growth opportunities.
• Represent Bank of America in the healthcare and nonprofit communities through industry associations, conferences, and executive networking opportunities.
• Mentor and develop junior bankers while fostering collaboration, accountability, and a high-performance team culture.
• Adapt client strategies to evolving market conditions, industry trends, regulatory developments, and competitive dynamics.

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

Qualifications

Required qualifications include 10+ years’ experience in broad-based commercial lending/corporate finance/relationship management experience, with a proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.

• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
• 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 preferred.
• 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)

Desired Skills

• Undergraduate degree in related field or equivalent work experience.
• MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.

Schedule

Shift: 1st shift (United States of America), Hours Per Week: 40, with travel up to 30%.