Full-Time

Sr. Relationship Manager

Global Commercial Banking, Middle Market Banking

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

No salary listed

Senior, Expert

Allentown, PA, USA + 1 more

More locations: Dunmore, PA, USA

The job covers clients in the Greater Philadelphia market including Lehigh Valley and Scranton/Wilkes-Barre.

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Financial analysis
Financial Modeling
Requirements
  • 7+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
  • 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 in related field or equivalent work experience. MBA desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations
  • Highly desirable to have active networking contacts and Centers of Influence established in local markets

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. What sets Bank of America apart from its competitors is its extensive network and resources, making it a leader in wealth management and corporate investment banking. The goal of Bank of America is to help clients achieve their financial goals by offering comprehensive financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and operational efficiency.
  • Rise of sustainable finance aligns with investor demand for ESG investing.
  • Integration of blockchain technology offers secure and transparent cross-border transactions.

What critics are saying

  • Competition from fintech companies like Octaura challenges traditional banking services.
  • Acquisitions in India expose BofA to regulatory challenges and market volatility.
  • Large credit facilities by competitors increase pressure on interest margins.

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.
  • BofA is among the world's leading wealth management companies.

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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

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