Bank of America

Senior Relationship Manager – Global Commercial Banking, Middle Market

Bank of America

full-time

Posted on:

Location Type: Office

Location: San Francisco • California • United States

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Salary

💰 $140,000 - $235,000 per year

Job Level

Senior

About the role

  • Provides advice and valuable financial solutions to Global Commercial Banking clients and prospects.
  • Serves as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships.
  • Collaborates with teammates, facilitates client relationships with Product Specialists.
  • Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion.

Requirements

  • Minimum of 10 years’ experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of clients.
  • 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 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 of start date)
Benefits
  • industry-leading benefits
  • access to paid time off
  • resources and support to employees
Applicant Tracking System Keywords

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

Hard Skills & Tools
Commercial LendingInvestment BankingFinancial ModelingCorporate FinanceCapital MarketsAccountingCredit TrainingPortfolio ManagementSales SkillsClient Relationship Management
Soft Skills
CommunicationLeadershipOrganizational SkillsNegotiationTeam CollaborationProblem SolvingClient AdvisoryRelationship BuildingExecutionPlanning
Certifications
Securities Industry Essentials (SIE)Series 7Series 63