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

Bank of America

Senior Relationship Manager at Bank of America overseeing client portfolios in healthcare, education, and nonprofit sectors. Driving new business and deepening existing relationships for organizational growth.

Posted 7/23/2026full-timeStamford • Connecticut • 🇺🇸 United StatesSenior💰 $120,000 - $235,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in managing a diverse portfolio of Healthcare, Education, and Nonprofit clients, with a strong focus on relationship management, financial analysis, and strategic business development. Proven ability to lead cross-functional teams and mentor junior bankers while adapting strategies to market conditions and client needs.

Highest-signal resume keywords

10+ Years Experience In Commercial LendingHealthcare, Education, And Nonprofit Portfolio ManagementCorporate Finance And Capital Markets ExpertiseProven Sales Skills And Business DevelopmentSecurities Industry Essentials (SIE), Series 7 & 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCredit TrainingLiquidity ManagementOperational Efficiency AnalysisStrategic Relationship GrowthRisk AssessmentClient Engagement StrategiesPortfolio AnalysisNegotiation SkillsMarket Trend Analysis

Soft Skills

Outstanding Oral And Written CommunicationLeadership AbilityTeam CollaborationProblem SolvingAccountability

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7Series 63

Industry Keywords

HealthcareEducationNonprofitCommercial LendingCorporate FinanceCapital MarketsTreasury ManagementClient SolutionsMarket Share GrowthExecutive Networking

About the role

Key responsibilities & impact

Manage and expand a portfolio of Healthcare, Education, and Nonprofit relationships, delivering strategic advice and customized solutions across treasury management, liquidity, credit, capital markets, wealth management, and other enterprise solutions.
Achieve trusted advisor status with executive leadership teams, providing insights on industry trends, capital planning, liquidity management, operational efficiency, and organizational growth initiatives.
Develop and execute comprehensive relationship growth strategies that increase profitability, deepen client engagement, and increase market and wallet share.
Identify and acquire new client relationships through proactive prospecting, industry networking, referral development, and strategic business development efforts.
Lead cross-functional teams of product specialists and banking professionals to deliver integrated client solutions and exceptional client experiences.
Analyze financial performance, industry dynamics, and organizational strategies to assess creditworthiness, identify risks, and uncover growth opportunities.
Represent Bank of America in the healthcare and nonprofit communities through industry associations, conferences, and executive networking opportunities.
Mentor and develop junior bankers while fostering collaboration, accountability, and a high-performance team culture.
Adapt client strategies to evolving market conditions, industry trends, regulatory developments, and competitive dynamics.

Requirements

What you’ll need

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)
Travel up to 30%

Benefits

Comp & perks

Competitive salary
Discretionary incentive eligible
Industry-leading benefits
Paid time off
Resources and support to impact communities