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Global Commercial Banking Client Advisor

2 months ago

Newport Beach, California, United States Bank of America Full time
Job Description

At Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in Global Commercial Banking. As a Senior Relationship Manager for Middle Market Clients, you will play a critical role in providing tailored financial solutions to complex clients and prospects.

Key Responsibilities:

  • Manage an extensive portfolio of clients with annual revenues of $50 million to $2 billion, helping them save, borrow, and invest for their current and future needs.
  • Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Collaborate with domestic and international teammates to design and deliver financial solutions to clients and prospects.
  • Lead and facilitate dialogue with complex clients and prospects regarding industry trends, alternative capital structures, and general business issues.
  • Coach and mentor peers, utilizing leadership skills to drive business growth.

Requirements:

  • Minimum of 10 years' experience in Commercial Lending or Investment Banking.
  • Proven track record of managing an extensive portfolio of clients, prospecting new business, and enhancing existing relationships.
  • Strong corporate finance, capital markets, and accounting acumen, with experience in financial modeling and credit training.
  • Outstanding oral and written communication skills, with the ability to negotiate with clients and colleagues.
  • Securities Industry Essentials (SIE), Series 7 & 63 licenses required within 180 days of start date.

Benefits:

  • Competitive annualized salary of $140,000 to $235,000, based on experience, education, and skill set.
  • Discretionary incentive eligibility, with an annual award based on individual performance and business results.
  • Industry-leading benefits, including paid time off, resources, and support for employees.

About Bank of America:

We are a diverse and inclusive workplace, committed to creating a safe and supportive environment for our employees. We believe in the importance of working together and offering flexibility to our employees, with a multi-faceted approach to flexibility depending on the role.

We are an equal opportunity employer, committed to recruiting and hiring talented individuals without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.