Sr. Relationship Manager

6 months ago

San Diego, United States Bank of America Full time

Description

:


This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction.

Responsibilities:

Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues Coaches and mentors peers, while utilizing leadership skills Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

Client Management Client Solutions Advisory Prospecting Relationship Building Risk Management Financial Analysis Leadership Development Project Management Referral Identification Sales Performance Management Business Development Client Experience Branding Continuous Improvement Data and Trend Analysis Pipeline Management Intellectual Curiosity

Required Qualifications:

10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million. 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 the 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) 

Desired Skills:

Undergraduate degree in 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 market.

Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

  • Sr. Manager HDDC Builder Sales

    3 weeks ago

    San Diego, United States The Home Depot Full time

    The Sr. Manager HDDC Builder Sales will work to attract, on developing and maintaining strong relationships with custom builders, remodelers and designers. This leader will work with outside sales and Design Center associates to enhance client experi Manager, Sales, Builder, Operations, Retail, Business Services

  • Design Build

    3 weeks ago

    San Diego, United States HNTB Full time

    What We're Looking For The time is right to join HNTB’s growing Design Build Organization! We are seeking candidates for Sr Bridge Design Manager with demonstrated experience on fast-paced Design Build (DB) infrastructure projects. This Sr Bridge Design Manager role is a key member of project leadership teams, responsible for accomplishing HNTB’s 4...

  • Senior Relationship Manager

    4 weeks ago

    San Diego, California, United States Enterprise Bank & Trust Full time

    Senior Relationship ManagerEnterprise Bank & Trust is seeking a seasoned Senior Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and managing new commercial deposit and loan accounts, as well as enhancing existing relationships. Your expertise in financial solutions and ability to...

  • Sr Manager Engineering

    4 weeks ago

    san diego, United States General Dynamics Ordnance and Tactical Systems Full time

    General Dynamics-OTS San Diego manufactures and sells a broad range of high performance electro-mechanical and electro-optical components and sub-assemblies to the aerospace, defense, intelligence, reconnaissance, and surveillance markets. We presently have a need for a Sr Manager, Engineering at our San Diego (Otay Mesa) location with mechanical engineering...

  • Sr Manager Engineering

    2 months ago

    San Diego, United States General Dynamics Ordnance and Tactical Systems Full time

    General Dynamics-OTS San Diego manufactures and sells a broad range of high performance electro-mechanical and electro-optical components and sub-assemblies to the aerospace, defense, intelligence, reconnaissance, and surveillance markets. We presently have a need for a Sr Manager, Engineering at our San Diego (Otay Mesa) location with mechanical engineering...

  • Sr Manager Engineering

    2 months ago

    san diego, United States General Dynamics Ordnance and Tactical Systems Full time

    General Dynamics-OTS San Diego manufactures and sells a broad range of high performance electro-mechanical and electro-optical components and sub-assemblies to the aerospace, defense, intelligence, reconnaissance, and surveillance markets. We presently have a need for a Sr Manager, Engineering at our San Diego (Otay Mesa) location with mechanical engineering...

  • Sr. Manager, Digital Strategy and Execution

    2 weeks ago

    San Diego, United States Petco Health and Wellness Company, Inc. Full time

    The Sr Manager of Digital Strategy and Execution is responsible for leading the development and execution of digital strategies that drive business growth, operational efficiencies, and enhance the customer experience. The role involves close partner Manager, Strategy, Digital, Project Management, Operations, Customer Experience, Retail, Business Services

  • Sr. Manager, Digital Strategy and Execution

    2 weeks ago

    San Diego, United States Petco Health and Wellness Company, Inc. Full time

    The Sr Manager of Digital Strategy and Execution is responsible for leading the development and execution of digital strategies that drive business growth, operational efficiencies, and enhance the customer experience. The role involves close partner Manager, Strategy, Digital, Project Management, Operations, Customer Experience, Retail, Business Services

  • Commercial Relationship Manager

    4 weeks ago

    San Diego, California, United States California Bank of Commerce Full time

    Job DescriptionAt California Bank of Commerce, we are seeking a highly skilled Commercial Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within our bank's footprint.Key...

  • Senior Relationship Manager

    2 months ago

    San Diego, California, United States MRI Spokane Full time

    Job SummaryThe Commercial Relationship Manager is responsible for creating, developing, and managing a portfolio of commercial relationships within a specified region within the Bank's footprint. The incumbent in this position provides expert-level advice to customers on opportunities to utilize the Bank's deposit, loan products, and treasury management...

  • Senior Relationship Manager

    1 month ago

    San Diego, California, United States MRI Spokane Full time

    Job SummaryThe Commercial Relationship Manager is a key role within MRI Spokane, responsible for fostering and maintaining strong relationships with commercial clients. This position requires a deep understanding of commercial banking and lending practices, as well as excellent communication and analytical skills.Key ResponsibilitiesDevelop and maintain a...

  • Commercial Banking Relationship Manager

    1 month ago

    San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job Title: Commercial Relationship Manager IVJob Summary:Fifth Third Bank, National Association is seeking a highly skilled Commercial Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities,...

  • Sr Staff IT Project Manager Help for this Page

    5 days ago

    San Diego, United States The Carrera Agency Full time

    We are seeking a Sr Staff IT Project Manager to join our leading biotech client's team. Join our dynamic team and play a pivotal role in streamlining our technology landscape. In this role, you will spearhead the execution of an approved plan to optimize our software, tools, licenses, and infrastructure, ultimately reducing our overall technology footprint...

  • Commercial Banking Relationship Manager

    4 weeks ago

    San Diego, California, United States Fifth Third Full time

    Job SummaryFifth Third Bank is seeking a highly skilled Commercial Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with existing and new clients, identifying business opportunities, and providing exceptional customer service.Key...

  • Senior Commercial Relationship Manager

    3 weeks ago

    San Diego, California, United States Umpqua Bank Full time

    About the Role:Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a 'trusted advisor' role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...

  • Sr. Accountant

    22 hours ago

    San Diego, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a long-term contract employment opportunity for a Sr. Accountant in San Diego, California. This role is within a small team setting, with a key focus on core accounting functions. Responsibilities:• Accurately and efficiently execute account reconciliations• Oversee balance sheet reconciliations• Perform...

  • Senior Manager, Business Development

    4 weeks ago

    San Diego, California, United States Qualcomm Full time

    Job Title:Sr. Manager of Business DevelopmentJob Summary:QGov is seeking a Sr. Manager of Business Development to help transform the technical landscape of the DoD ecosystem. This individual will be a key member of the Business Development team and will be working directly with engineers, operations and business development professionals in a mission...

  • Program Manager, Workers Compensation

    4 weeks ago

    San Diego, California, United States Strategic Risk Solutions Full time

    Job DescriptionStrategic Risk Solutions Inc. (SRS), the world's largest independent insurance company manager, is seeking a self-motivated and dynamic Program Manager to join our Elevate Division.This is a remote position with the candidate based in the Bay Area, CA or Philadelphia, PA.The salary range for the role is $100,000-$150,000 with an annual target...

  • Sr. Tax Associate

    4 months ago

    San Diego, United States Proven Recruiting Full time

    This is your chance to apply your public accounting experience with clients who appreciate you and your help! We are looking for a Sr. Tax Associate who is eager to provide outstanding services to local clients in San Diego. Management believes in work-life balance (as shown by their high retention rate), and rewards their employees with fun outings,...

  • Senior Commercial Banking Relationship Manager

    4 weeks ago

    San Diego, California, United States Umpqua Bank Full time

    About the Role:Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...