Full-Time

Sr. Relationship Manager

Global Commercial Banking, Middle Market

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

Compensation Overview

$140k - $235kAnnually

+ Discretionary Incentive

Expert

Newport Beach, CA, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Financial analysis
Investment Banking
Financial Modeling
Requirements
  • 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)
Responsibilities
  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and 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 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.
Desired Qualifications
  • Undergraduate degree desired: Majors in business, finance or economics preferred.
  • MBA desirable.

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget