Industry: Accounting, Finance & Insurance•
5 - 7 years
Posted 224 days ago
The Senior Relationship Manager (SRM) is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SRM is accountable for prospecting new business and retaining and deepening existing relationships. 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. The SRM will have the ability to forge relationships with the appropriate decision makers within the client company. 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. This involves coordinating client involvement by the team's specialists in credit and payments. To effectively perform this role, the SRM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. The SRM is expected to consistently network in the community and with centers of influence. in addition, requires management of all Client Management Process core training, plus advanced credit and Treasury Management courses; successful experience in complex transactions; excels at client management success factors; demonstrates leadership skills and mentors new associates. Position may be filled as a Sr. RM or RM depending on candidate level of experience. Office location is Omaha, NE.
Job number: 18034374