Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Indianapolis
Bank of America · Indianapolis, IN · 3 wk ago
FinanceFull-time
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 to facilitate 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
- Minimum of 10 years’ experience in Commercial Lending or Investment Banking.
- Demonstrated 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, 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.
- 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 within 180 days of start date).
Qualifications
- Undergraduate degree desired; majors in business, finance, or economics preferred.
- MBA desirable.
Desired Skills
- Existing knowledge of the market.
- Active networking contacts and Centers of Influence established in the market.
- Active membership/participation in local community organizations.
Schedule
1st shift (United States of America), 40 hours per week.