Bank of America Corporation

Sr. Relationship Manager - Global Commercial Bank - Middle Market

Bank of America Corporation$90K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in Commercial Lending or Investment Banking experience
  • Expertise in managing large client portfolios effectively
  • Proven history of business prospecting and transaction closure
  • Strong sales skills with effective client meeting strategies
  • Solid understanding of corporate finance and capital markets
  • Experience in financial modeling and formal credit training
  • Exceptional communication skills, both written and oral
  • Proven leadership and mentoring capabilities
  • Ability to lead cross-functional teams to resolve client issues
  • SIE, Series 7 & 63 licenses required within 180 days of hire

Responsibilities

  • Manages a portfolio of clients with revenues between $50 million to $250 million
  • Acquires and nurtures profitable client relationships through strategic sales efforts
  • Analyzes financial statements and industry trends to inform client strategies
  • Collaborates with bank teammates and product specialists to design tailored financial solutions
  • Leads discussions on industry-specific financial topics with complex clients
  • Mentors peers and demonstrates leadership within the team
  • Adapts to evolving market conditions and sales practices as needed

Benefits

  • Comprehensive health and wellness programs
  • Opportunities for professional development and training
  • Support for obtaining necessary financial licenses
  • Collaborative and enriching team environment
  • Access to advanced banking products and tools for client solutions
Full Job Description
***West Palm Beach or Ft. Lauderdale***

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 cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $250 million 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


Required Skills
  • Must have a minimum of 10 years experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of 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 the completion of a formal credit training is required.
  • 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)

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


Minimum Education Requirements:

Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable or equivalent experience

Shift:
1st shift (United States of America)

Hours Per Week:
40

About Bank of America Corporation

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009. Bank of America completed the acquisition of Merrill Lynch & Co on 1 January 2009. Bank of America began rebranding all of its corporate and investment banking activities under the Bank of America Merrill Lynch name in September 2009. In April 2010, Bank of America Merrill Lynch appointed Christian Meissner as head of investment banking for Europe, Middle East and Africa. In April 2011, Bank of America Merrill Lynch integrated its corporate and investment banking operations into a single division. In October 2013, Bank of America Merrill Lynch was recognised as the Most Innovative Investment Bank of the Year in The Banker's Investment Banking Awards.

Bank of America Corporation Careers

Join the dynamic team at Bank of America Corporation, a premier global financial institution where innovation, leadership, and growth go hand in hand. As one of the largest banks in the world, we offer unparalleled job opportunities and a culture that values diversity, inclusion, and professional growth. Work You’ll Do At Bank of America Corporation, you’ll be part of a team that’s dedicated to making a real difference. Whether you’re helping families buy their first home, advising businesses on expansion, or developing cutting-edge financial technologies, your work will have an impact. Our commitment to leadership in the financial industry has never been stronger, and we need passionate, skilled professionals to lead our journey. Explore a World of Opportunities From entry-level positions to leadership roles, Bank of America Corporation offers a variety of career paths in areas such as investment banking, technology, marketing, and risk management. Our job opportunities span the globe, providing the chance to work alongside the best in the industry and develop skills that will propel your career forward. Internship Programs Kickstart your career with Bank of America Corporation’s internship programs. These opportunities provide hands-on experience and a chance to engage in meaningful work that complements your academic studies. Interns gain invaluable networking opportunities, receive mentorship from seasoned professionals, and learn about the culture and operations of a global financial leader. Benefits and Growth Bank of America Corporation is committed to the well-being and continuous professional development of our team members. We offer a competitive benefits package that supports the health, financial stability, and work-life balance of our employees. Our training programs and development initiatives ensure that every team member has the opportunity to grow and advance within the company. Inclusive Culture We believe our strength lies in our diversity. Bank of America Corporation fosters an inclusive environment where all employees can thrive. Through diversity training and a commitment to equal opportunities, we cultivate leadership and innovation that reflect the wide-ranging communities we serve. Join Our Team Are you ready to advance your career at a company that’s at the forefront of the financial industry? Explore the positions available at Bank of America Corporation and find where your skills and interests align with our needs. We are continuously hiring and looking for individuals who are curious, creative, and eager to drive change. Stay Connected Keep up to date with the latest from Bank of America Corporation Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that match your career interests and get insider tips that can help you during your application and interview process. Bank of America Corporation is not just a company—it’s a place where you can shape your future and the future of finance. Join us and be part of a team that’s redefining what a bank can be.
Learn more about Bank of America Corporation
Size
208,000 employees
Market Cap
$260.3 billion
Industry
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ

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