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Senior Relationship Manager
2 months ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our business decisions and helps us deliver for our clients, teammates, communities, and shareholders every day.
We believe that being a great place to work is essential to our success. That's why we're committed to creating a diverse and inclusive workplace where everyone feels valued and empowered to contribute their best work. We achieve this by hiring individuals with a broad range of backgrounds and experiences and investing in their growth and well-being through competitive benefits and opportunities for development.
We're dedicated to being a flexible and adaptable organization, recognizing that our teammates have different needs and preferences. We use a multi-faceted approach to flexibility, depending on the various roles in our organization.
As a Senior Relationship Manager, you'll have the opportunity to work with our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors (HTS) Team, focusing on the Technology industry. Our team provides a wide range of solutions to Technology and Emerging Growth companies, including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management, and Financial Life Benefits.
Key Responsibilities:- Provide advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
- Serve as the primary point of contact or trusted advisor and acquire, deepen, and maintain profitable relationships.
- Collaborate with teammates and facilitate client relationships with Product Specialists.
- Identify cross-selling opportunities and increase overall client satisfaction.
- Minimum 10 years of experience in Commercial Lending or Investment Banking.
- Ability to successfully manage an extensive portfolio of clients.
- Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
- Professional 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 completion of a formal credit training.
- 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 licenses (must obtain within 180 days).
- Experience covering Technology clients or a strong passion and curiosity for the Technology sector.
- Existing knowledge of the market.
- Technology and Centers of Influence networking contacts in the community.
- Undergraduate degree or equivalent work experience required.
- Majors in business, finance, or economics preferred.
- MBA desirable.
