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

Houston, TX, 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
  • Managing a portfolio of clients and leading a client service team that is responsible for coordinating the delivery of all banking services.
  • Being the primary bank advocate and key financial advisor for the client.
  • Accountable for prospecting new business and enhancing existing relationships.
  • Preparing for and conducting relevant conversations with the CEO and CFO at an advisory level regarding the client's industry and alternative capital structures.
  • Assessing the risks and impacts from both the client's and the bank's perspective for development and implementation of an overall client strategy.
  • Leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects.
  • Identifying cross-selling opportunities by being well versed in all Bank of America products and services.

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

  • Increased demand for digital banking boosts Bank of America's online services.
  • Growing interest in sustainable finance aligns with Bank of America's ESG initiatives.
  • Fintech partnerships enhance customer experience and operational efficiency.

What critics are saying

  • Increased competition in credit facilities may strain Bank of America's resources.
  • Syndicated loan platforms could disrupt traditional banking models and reduce market share.
  • Tech partnerships in financial services require rapid innovation to stay competitive.

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 company is a leading wealth management institution worldwide.

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