Bank of America

Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

Bank of America

full-time

Posted on:

Location Type: Office

Location: Miami • Florida • United States

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Job Level

Senior

About the role

  • The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of Florida.
  • This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
  • Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists.
  • Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
  • Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help 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.
  • Leads 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.

Requirements

  • 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.
  • Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
  • Proven track record of 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 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).
Benefits
  • Being a Great Place to Work is core to how we drive Responsible Growth.
  • Commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness.
  • Recognizing and rewarding performance.
  • Impact in the communities we serve.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial lendingcorporate financerelationship managementfinancial modelingcapital marketsaccountingcredit trainingsales skillsprospectingclient meetings
Soft Skills
leadershipcommunicationorganizationfacilitationnegotiationcoachingmentoringadaptabilitycollaborationproblem-solving
Certifications
Securities Industry Essentials (SIE)Series 7Series 63