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Bank of America

Runs a US consumer bank, brokerage and investment bank

Senior Relationship Manager - Multiple Teams

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 10 years of broad-based commercial lending, corporate finance, or relationship management experience.
  • Demonstrated capability managing an extensive portfolio of Healthcare, Education, and Not-for-Profit clients with revenues greater than $50 million.
  • A proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
  • Professional sales skills and experience, including planning, executing, and following up on client meetings.
  • Strong corporate finance, capital markets, and accounting acumen.
  • Outstanding oral and written communication skills.
  • Demonstrated leadership ability.
  • Ability to organize, facilitate, lead, and negotiate with a team of bank associates to solve client problems.
  • Must obtain Securities Industry Essentials (SIE), Series 7, and Series 63 licenses within 180 days of the start date.

Responsibilities

  • Manage an extensive portfolio of Healthcare, Education, and Not-for-Profit clients and prospects with annual revenues of $50 million and above, helping them save, borrow, and invest for current and future needs.
  • Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancement of existing relationships.
  • Understand and interpret financial and cash flow statements to assess companies’ financial conditions and industry trends.
  • Collaborate with domestic and international teammates across 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 on topics including their industry, alternative capital structures, and general business issues.
  • Coach and mentor peers while using leadership skills.
  • Adapt to changes in sales practices and broader market and industry conditions as needed.

Desired Qualifications

  • Financial modeling experience and completion of formal credit training.
  • An undergraduate degree in a related field or equivalent work experience.
  • An MBA.
  • Existing knowledge of the market.
  • Active membership or participation in local community organizations.
  • Active networking contacts and established Centers of Influence in the market.
  • Interest in working on a specialty team serving Healthcare, Education, and Not-for-Profit institutions.

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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