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 and financial services globally

Fintech
Financial Services

Senior, Expert

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 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

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Simplify's Take

What believers are saying

  • Bank of America is exploring blockchain for faster, secure cross-border payments.
  • The bank collaborates with fintech firms to enhance digital offerings.
  • It invests significantly in cybersecurity to protect customer data and maintain trust.

What critics are saying

  • Increased competition in the credit facility market may impact market share.
  • Large corporations raising capital through share sales could affect traditional banking services.
  • The rise of fintech platforms could disrupt traditional syndicated loan processes.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company is committed to a $1 trillion sustainable finance goal by 2030.
  • It invests heavily in AI-driven customer service tools for enhanced user experience.

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