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Senior Relationship Manager

2 months ago


Dallas, Texas, United States Bank of America Full time
About the Role

We are seeking a highly skilled Senior Relationship Manager to join our Commercial Real Estate team at Bank of America. As a key member of our team, you will be responsible for managing a portfolio of clients and leading a client service team to deliver banking services.

Key Responsibilities
  • Manage a portfolio of clients and lead a client service team to deliver banking services.
  • Be the primary bank advocate and key financial advisor for clients, responsible for prospecting new business and enhancing existing relationships.
  • Prepare for and conduct relevant conversations with CEOs and CFOs at an advisory level regarding clients' industries and alternative capital structures.
  • Assess risks and impacts from both clients' and banks' perspectives for development and implementation of an overall client strategy.
  • Lead, direct, and coordinate key team members in analysis and execution of products and services to clients and prospects.
Requirements
  • 10+ years of experience in commercial real estate project lending and institutional financing.
  • Demonstrated sales, marketing, and leadership skills, including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, credit risk managers, support staff, and other associates.
  • 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.
  • Familiarity with interest rate management products, deposit, cash management, and other fee-based products.
  • 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.
About Bank of America

Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America aims to create a workplace that is inclusive and respectful of all employees, regardless of their background, culture, or identity. We are an equal opportunity employer and welcome applications from diverse candidates.