Current jobs related to Middle Market Sr. Relationship Manager/RM - Houston - Bank of America

  • Senior Middle Market Relationship Manager

    1 month ago

    houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    3 weeks ago

    Houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    4 weeks ago

    Houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    4 months ago

    Houston, United States East West Bank Full time

    OverviewEast West Bank is currently seeking to hire a Senior Relationship Manager (RM) in Houston, TX focused on C&I lending. The RM will be primarily focused on developing and acquiring new lending relationships and can also structure and underwriting new transactions (target loan size is $10 - $50 million) in which East West Bank is the sole lender or lead...

  • Senior Middle Market Relationship Manager

    4 weeks ago

    Houston, Texas, United States East West Bank Full time

    Job Title: Senior Middle Market Relationship ManagerEast West Bank is seeking a Senior Middle Market Relationship Manager to join our team in Houston, TX. The successful candidate will be responsible for developing and acquiring new lending relationships and structuring and underwriting new transactions in the middle market.Key Responsibilities:Source and...

  • Senior Middle Market Relationship Manager

    1 month ago

    Houston, Texas, United States East West Bank Full time

    Job Title: Senior Middle Market Relationship ManagerEast West Bank is seeking a Senior Middle Market Relationship Manager to join our team in Houston, TX. As a key member of our commercial banking team, you will be responsible for developing and acquiring new lending relationships with middle market borrowers.Key Responsibilities:Source and identify new...

  • Market Facing Underwriter, Middle Markets

    4 weeks ago

    Houston, Texas, United States Zurich Insurance Company Ltd. Full time

    Job Title: Market Facing Underwriter, Middle MarketsZurich Insurance Company Ltd. is seeking an experienced Underwriter to join our Middle Markets team in Houston, TX. As a Market Facing Underwriter, you will play a critical role in driving business growth and developing strong relationships with our customers and brokers.Key Responsibilities:Develop and...

  • Senior Relationship Manager

    2 weeks ago

    Houston, Texas, United States East West Bank Full time

    Senior Middle Market Relationship ManagerEast West Bank is seeking a seasoned Senior Relationship Manager to join our team in Houston, TX. As a key member of our Commercial Banking group, you will be responsible for developing and acquiring new lending relationships with middle market borrowers.Key Responsibilities:Source and identify new lending...

  • Market Facing Underwriter, Middle Markets

    4 weeks ago

    Houston, Texas, United States Zurich Insurance Company Ltd. Full time

    Job Title: Market Facing Underwriter, Middle MarketsZurich Insurance Company Ltd. is seeking an experienced Underwriter to join our Middle Markets team in Houston, TX. As a key member of our team, you will be responsible for handling complex new and renewal business, serving as a Subject Matter Expert, and building relationships with Select Brokers in the...

  • Market Facing Underwriter for Middle Markets

    4 days ago

    Houston, Texas, United States Zurich Insurance Group Full time

    Job DescriptionZurich Insurance Group is seeking an experienced Middle Markets Underwriter to join our team in Houston, TX. As a key member of our Underwriting Team, you will be responsible for handling complex new and renewal Middle Markets business and serving as a Subject Matter Expert on the team.Key ResponsibilitiesServing as a customer industry...

  • P&C Middle Market Underwriter

    1 week ago

    Houston, Texas, United States The Hartford Full time

    About the Role:The Hartford is seeking a highly skilled P&C Middle Market Underwriter to manage and underwrite a Middle Market book of business. This role requires analyzing agency books on a quarter-to-quarter basis for potential action, applying underwriting guidelines, and having thorough knowledge of applicable laws, regulations, and governance.Key...

  • Market Facing Underwriter, Middle Markets

    1 month ago

    Houston, United States Zurich Insurance Company Ltd. Full time

    Zurich is seeking an experienced Middle Markets Underwriter (Mid-Senior or Senior Level) for our office in Houston, TX. While this position will be based out of our Houston, TX office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers...

  • Senior Relationship Manager

    2 weeks ago

    Houston, Texas, United States East West Bank Full time

    Job Title: Senior Relationship ManagerEast West Bank is seeking a seasoned Senior Relationship Manager to join our team in Houston, TX. As a key member of our Commercial Banking group, you will be responsible for developing and acquiring new lending relationships with middle market borrowers.Key Responsibilities:Source and identify new lending opportunities...

  • Market Facing Underwriter, Middle Markets

    4 days ago

    Houston, Texas, United States Zurich Insurance Group Full time

    Key ResponsibilitiesThe Middle Markets Underwriter will be responsible for serving as a customer industry advocate, focusing on improving the customer experience by understanding their risk and offering the best end-to-end solution for their insurance needs.Key responsibilities include:Using a disciplined approach to exposure evaluation, risk assessment, and...

  • Senior Commercial Banking Relationship Manager

    2 weeks ago

    Houston, Texas, United States Korn Ferry Full time

    We are seeking a seasoned Senior Commercial Banking Relationship Manager to drive business growth by strategically selecting and engaging Emerging Middle Market (EMM) customers, deepening client relationships, and delivering tailored financial solutions. As a key member of our Middle Market Banking team, you will work closely with internal partner groups to...

  • Marketing Coordinator

    2 weeks ago

    Houston, Texas, United States Rotating Machinery Svcs, Inc. Full time

    Job SummaryRotating Machinery Svcs, Inc. is seeking a Marketing Coordinator to support the Marketing team in facilitating marketing processes across all business locations. This role involves developing and implementing marketing plans, schedules, and budgets, managing customer portals, creating marketing materials, and supervising trade show appearances....

  • Head of Commercial Banking Relationship Management

    2 weeks ago

    Houston, Texas, United States Korn Ferry Full time

    Job Title: Head of Commercial Banking Relationship ManagementWe are seeking a seasoned professional with a passion for commercial banking to drive the growth and development of our Middle Market Banking Business.In this pivotal role, you will lead a team of Relationship Managers, deepen client engagements, and deliver innovative financial solutions that...

  • Middle Market Payroll Specialist

    2 weeks ago

    Houston, Texas, United States Insperity Full time

    Job Title: Middle Market Payroll SpecialistAt Insperity, we are seeking a highly skilled Middle Market Payroll Specialist to join our team. As a trusted advisor and client service professional, you will provide timely and accurate advice on payroll compliance and deliver payroll solutions that positively impact our clients' businesses and create client...

  • Senior Commercial Banking Relationship Manager

    2 weeks ago

    Houston, Texas, United States Korn Ferry Full time

    Senior C&I Relationship ManagerWe are seeking a seasoned Senior C&I Relationship Manager to drive business growth by strategically selecting and engaging Emerging Middle Market (EMM) customers, deepening client relationships, and delivering tailored financial solutions.Key Responsibilities:Strategic Client Selection & Growth: Focus on intentional customer...

  • Marketing Account Manager

    4 weeks ago

    Houston, Texas, United States IDEX Consulting Full time

    Marketing Account Executive OpportunityThis leading global broker in the Natural Resources space is seeking a Marketing Account Executive to join their practice, focusing on servicing and placing with middle market clients across Oil & Gas, Renewables, Industrial Services, and Contractors, with a strong emphasis on Casualty coverage.Key...

Middle Market Sr. Relationship Manager/RM

4 months ago

Houston, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:

Bank of America's Global Commercial Banking division is seeking a Sr. Relationship Manager (SRM) for our Oil & Gas Group in Houston, TX. The Oil & Gas Group is part of the Global Commercial Bank which serves public and private companies with a market capitalization of less than $5 billion. The Oil & Gas Group works exclusively with companies in the Exploration & Production sector and the Midstream sector of the Energy industry.

The SRM is responsible for managing clients who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the client, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM will have the ability to engage in dialogue with CEO's and CFO's regarding the Energy industry and alternative capital structures. The SRM will then assess the risks and impacts from both the client's and the bank's perspective for development and implementation of an overall client strategy. The SRM is also responsible for leading, directing and coordinating key team members in analysis and effective delivery of their products and services to clients and prospects. The candidate must be able to assess and analyze the financial condition and industry trends of a middle market client.

Required Skills
  • Undergraduate degree required: Majors in business, finance or economics preferred.
  • Must have a minimum of 5 years of experience in Commercial Banking, Commercial Lending or Investment Banking.
  • Possess strong Energy industry/sector knowledge.
  • Exhibits extensive industry contacts in the Exploration & Production sector and the Midstream sector.
  • Demonstrates ability to successfully manage a 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)

Desired Skills
  • Masters degree desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations and activities.

Skills:
  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Relationship Building
  • Risk Management
  • Financial Analysis
  • Leadership Development
  • Project Management
  • Referral Identification
  • Sales Performance Management
  • Business Development
  • Client Experience Branding
  • Continuous Improvement
  • Data and Trend Analysis
  • Pipeline Management

Shift:
1st shift (United States of America)

Hours Per Week:
40