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Bank of America

Runs a US consumer bank, brokerage and investment bank

Senior Relationship Manager - Global Commercial Bank, Transformative Technology

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBoston, MA, USA

About the Job

Requirements

  • A minimum of 10 years of experience in Commercial Lending or Investment Banking is required.
  • Demonstrated ability to successfully manage an extensive portfolio of clients.
  • A proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
  • Professional 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 formal credit training are required.
  • Securities Industry Essentials (SIE), Series 7, and Series 63 licenses must be obtained within 180 days.
  • Experience covering Technology clients or a strong passion and curiosity for the Technology sector.
  • An undergraduate degree or equivalent work experience is required.

Responsibilities

  • Manage an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion, helping companies save, borrow, and invest for current and future needs.
  • Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Understand and interpret financial and cash flow statements to assess and analyze companies’ financial conditions and industry trends.
  • Collaborate with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management, and facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects.
  • Lead and facilitate dialogue with complex clients and prospects regarding their industry, alternative capital structures, and general business issues.
  • Coach and mentor peers while utilizing leadership skills.
  • Adapt to changes in sales practices and broader market and industry conditions as needed.

Desired Qualifications

  • Existing knowledge of the market is preferred.
  • Technology and Centers of Influence networking contacts in the community.
  • Majors in business, finance, or economics are preferred.
  • An MBA is desirable.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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