Responsibilities include relationship management, financial planning, development of a deep understanding of the clients current financial status and future financial goals, portfolio management, lead/referral management and sales management.
The ideal candidate is an individual with charisma, confidence, and strong relationship skills; someone who is great with understanding how to connect and relate with individuals and to think critically to identify problems with a customer's current vendor and create solutions.
The SRM analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
In this role, you will be responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services.
In this role, the selected candidate must have the ability to build positive relationships both within the Core Banking Division and throughout the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
The SRM is also responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects.
The RM leads the relationship team and partners with credit, treasury and other BofAML product partners to ensure quality assessment of the relationship and prospect needs and integrated design and execution of financial solutions.