Full-Time

Sr. Relationship Manager

Global Commercial Banking/Non-Bank Financial Institutions

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Senior

Paramus, NJ, USA + 1 more

More locations: Iselin, Woodbridge Township, NJ, USA

Category
Commercial Banking
Finance & Banking
Requirements
  • 8+ years’ experience in Commercial or Transaction Banking
  • Demonstrates ability to successfully manage an extensive portfolio of NBFI 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 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)
Responsibilities
  • Manages an extensive portfolio of NFBI clients and prospects and delivers the full suite of BofA products and services.
  • Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Understands and interprets financial 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 and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
  • Leads and facilitates dialogue with a variety of 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.

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. Bank of America stands out from its competitors by being a leading wealth management firm and a major player in corporate and investment banking and trading. The goal of Bank of America is to help clients achieve their financial goals while managing their assets and investments effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

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Simplify's Take

What believers are saying

  • Increased demand for digital banking enhances customer satisfaction and reduces costs.
  • Growing interest in ESG investing attracts new clients and boosts reputation.
  • Fintech partnerships offer innovation and expansion opportunities for Bank of America.

What critics are saying

  • Increased competition in credit facilities may impact Bank of America's market share.
  • Alternative lending platforms could disrupt traditional banking models and loan syndication.
  • Companies raising capital through share sales may reduce demand for corporate lending.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The bank is a leader in wealth management and trading services.

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