Senior Relationship Manager – Global Commercial Bank, Middle Market, Technology
Bank of America
full-time
Posted on:
Location Type: Office
Location: Newport Beach • California • United States
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Salary
💰 $140,000 - $235,000 per year
Job Level
About the role
- Provide advice and financial solutions to Global Commercial Banking clients
- Manage a portfolio of complex clients with revenues of $50 million to $2 billion
- Acquire, deepen, and maintain profitable client relationships through sales and prospecting
- Understand and analyze financial and cash flow statements
- Collaborate with bank teammates and facilitate client relationships with Product Specialists
- Lead discussions with clients on business issues and capital structures
- Coach and mentor peers while utilizing leadership skills
Requirements
- Minimum of 10 years’ experience in Commercial Lending or Investment Banking
- Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions
- Strong corporate finance, capital markets, and accounting acumen
- Financial modeling experience and completion of formal credit training
- Outstanding oral and written communication skills
- Demonstrated leadership ability
- Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days)
- Experience covering Technology clients or strong passion for the Technology sector
Benefits
- Annual discretionary award based on performance
- Access to paid time off
- Industry-leading benefits
- Resources and support for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial lendinginvestment bankingfinancial modelingcapital marketsaccountingcredit trainingfinancial analysiscash flow analysisportfolio managementsales prospecting
Soft Skills
leadershipcommunicationcoachingmentoringrelationship managementcollaborationproblem-solvingclient engagementbusiness acumennegotiation
Certifications
Securities Industry Essentials (SIE)Series 7Series 63