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Senior Relationship Manager
2 months ago
At Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in middle market technology banking. As a Senior Relationship Manager, you will play a critical role in building and maintaining relationships with our clients, providing them with tailored financial solutions to meet their complex needs.
Key Responsibilities:- Manage a portfolio of complex clients and prospects, providing them with expert advice and financial solutions to help them achieve their business objectives.
- Develop and execute strategies to acquire, deepen, and maintain profitable client relationships, leveraging your knowledge of the bank's products and services.
- Collaborate with internal teams, including investment banking, foreign exchange, and wealth management, to design and deliver financial solutions to clients and prospects.
- Lead and facilitate dialogue with clients and prospects, providing them with expert insights and analysis to help them make informed business decisions.
- Minimum 10 years of experience in commercial lending or investment banking, with a proven track record of managing complex client relationships and delivering financial solutions.
- Strong corporate finance, capital markets, and accounting acumen, with the ability to analyze financial statements and industry trends.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and internal stakeholders.
- Securities Industry Essentials (SIE), Series 7 & 63 licenses, with the ability to obtain within 180 days of start date.
- Existing knowledge of the technology industry and market trends.
- Experience working with technology clients or a strong passion for the sector.
As a Senior Relationship Manager at Bank of America, you will be eligible for a competitive salary, discretionary incentive plan, and a comprehensive benefits package, including health insurance, retirement savings, and paid time off.
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees, and we strive to provide opportunities for professional growth and development.
