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Senior Relationship Manager – Global Commercial Banking, Middle Market
Bank of AmericaProviding financial solutions as a trusted advisor to Global Commercial Banking clients at Bank of America. Managing complex client relationships and collaborating with various specialists for optimal financial outcomes.
About the role
Key responsibilities & impact- This job is responsible for providing advice and valuable financial solutions to complex 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 and facilitates client relationships with Product Specialists.
- Has 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 complex clients and prospects with annual revenues of $50 million to $2 billion.
- Helps 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.
- Leads and facilitates dialogue with 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
What you’ll need- Must have a 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 the 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
Comp & perks- affordable, competitive and flexible benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Commercial LendingInvestment BankingFinancial modelingCredit trainingCorporate financeCapital marketsAccounting acumenSales skillsProspectingClient relationship management
Soft Skills
LeadershipCommunicationOrganizational skillsNegotiationCoachingMentoringCollaborationAdaptabilityProblem-solvingClient engagement
Certifications
Securities Industry Essentials (SIE)Series 7Series 63