Full-Time

Sr. Relationship Manager

Commercial Real Estate

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Senior

Chicago, IL, USA

Category
Real Estate
Real Estate Finance
Required Skills
Sales
Marketing
Requirements
  • Must have 10+ years-experience in commercial real estate project lending and Institutional Financing.
  • Candidate will have demonstrated sales, marketing and leadership skills including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates.
  • Candidate will possess credit underwriting skills, presentation and negotiation skills, an understanding of financial accounting and commercial loan underwriting, as well as the relationship between credit risk, structure and pricing desired.
  • Familiarity with interest rate management products, deposit, cash management and other fee-based products would be helpful.
  • Must have excellent verbal and written skills as well as interpersonal and organizational skills.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 within 180 days of start date).
  • Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) or equivalent experience.
Responsibilities
  • The SRM is responsible for managing a portfolio of clients and leads a client service team that is responsible for coordinating the delivery of all banking services.
  • In addition to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for prospecting new business and enhancing existing relationships.
  • The SRM will have the ability to prepare for and conduct relevant conversations with the CEO and CFO at an advisory level regarding the client's industry and alternative capital structures.
  • The SRM will then assess the risks and impacts from both the client's and the banks perspective for development and implementation for an overall client strategy.
  • The SRM is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects.
  • The SCM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities.

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 suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

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Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

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