Senior Relationship Manager

3 days ago

New York, New York, United States Bank of America Full time
Job Title: Senior Relationship Manager

We are seeking a highly skilled Senior Relationship Manager to join our Global Commercial Banking team. As a key member of our team, you will be responsible for managing a portfolio of Non-Bank Financial Institution clients and delivering the full suite of Bank of America products and services.

Key Responsibilities:
  • Manage an extensive portfolio of NBFI clients and prospects
  • Deliver the full suite of BofA products and services
  • Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancing existing relationships
  • Understand and interpret financial statements to assess and analyze financial conditions of companies and industry trends
  • Collaborate with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management
  • Facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services
  • 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
  • Adapt to changes in sales practices and broader market and industry conditions
Requirements:
  • 8+ years' experience in Commercial or Transaction Banking
  • Demonstrates ability to successfully manage an extensive portfolio of NBFI 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 completion of a formal credit training preferred
  • 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)
Preferred Qualifications:
  • Undergraduate degree in a related field or equivalent work experience
  • MBA desirable
  • Existing knowledge of the market preferred
  • Active member/participation in local community organizations
  • Highly desirable to have active networking contacts and Centers of Influence established in the market
Work Environment:

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

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