Bank of America Corporation

Sr Relationship Manager - Global Commercial Banking

Bank of America Corporation • $90K — $120K *
Montreal, QC H1A 0A1In-Person
Finance & Insurance
5 - 7 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Commercial or Corporate Lending
  • Fluency in English and French
  • Undergraduate degree in business, finance or economics preferred
  • Ability to build and manage a portfolio of clients with revenues up to $2 billion
  • Proven track record of business prospecting and relationship enhancement
  • Expertise in assessing financial conditions and industry trends
  • Strong verbal and written communication skills

Responsibilities

  • Manage a portfolio of complex clients with annual revenues from $50 million to $2 billion
  • Acquire and enhance profitable client relationships through sales and prospecting
  • Analyze financial statements to evaluate clients' financial conditions
  • Collaborate with colleagues across various financial sectors to deliver tailored solutions
  • Lead discussions with clients and industry experts on diverse business topics
  • Develop and implement a proactive prospecting plan to identify potential clients
  • Mentor peers and contribute to the team’s leadership efforts

Benefits

  • Culture focused on excellence and meritocracy
  • Commitment to professional development and career advancement
  • Opportunity to represent the bank at community and industry events
  • Dynamic work environment that embraces change and innovation
Full Job Description
Job Description

This role is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities of the role include serving as the primary point of contact or trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also responsible for collaborating with teammates and leading/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.

This position may be filled as a Sr. Relationship Manager or Relationship Manager, depending on experience and qualifications.

Responsibilities
  • Manages an extensive portfolio of complex 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, prospects and centers of influence (accountants, lawyers, private equity firms, etc.) regarding topics such as the client and prospect industry, alternative capital structures and general business issues
  • Responsible for implementation and pursuit of a prospecting plan including the identification and assessment of prospects as well as conversion tactics and strategy
  • Coaches and mentors' peers, while utilizing leadership skills
  • Passionate about serving as the bank's brand ambassador in local community as well as representing the bank at various finance, trade and industry functions, conferences, and events
  • Embraces change and adapt to changes in sales practices and broader market/industry conditions as needed


Qualifications
  • 7+ years of experience in Commercial or Corporate Lending
  • Bilingual in English and French. As an international company with clients, employees, and contractors located around the world, English is required to work as a Sr. Relationship Manager with Bank of America's internal and external stakeholders
  • Undergraduate degree required: Major in business, finance or economics preferred
  • Demonstrates an ability to build, manage, and grow an extensive portfolio of middle market clients with revenues up to $2 billion
  • Proven track record of prospecting new business and enhancing existing relationships and closing profitable transactions
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings
  • Must be able to assess and analyze financial conditions of clients and industry trends
  • Capable of organizing, facilitating, leading and negotiating with a team of bank colleagues to solve client problems
  • Ability to understand and interpret financial statements and cash flow analysis required
  • Outstanding verbal and written communication skills and demonstrated leadership ability
  • Experience and strong working knowledge of Capital Markets Solutions (DCM, ECM, Syndications, Lev Fin)


Desired Qualifications
  • Post-graduate degree or designation preferred
  • Demonstrated ability to source deals/relationships in Quebec
  • Ability to develop business with COIs and C-Suite Executives
  • Product knowledge is valued (i.e. Global Cash Management, Equipment Financing, Risk Management, etc.)
  • Exposure to the M&A process and acquisition financing


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


What Bank of America Offers

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity and accountability at all levels of the organization.

Description du poste

Le ou la titulaire de ce poste se chargera de fournir des conseils et des solutions financières précieuses aux clients actuels et potentiels complexes des services bancaires commerciaux mondiaux. Les principales responsabilités du poste comprennent le rôle de point de contact principal ou de conseil de confiance, et l'acquisition, l'approfondissement et le maintien de relations fructueuses. Le ou la titulaire de ce poste se chargera également de collaborer avec les coéquipiers et de diriger et faciliter les relations avec les clients et les spécialistes des produits. Les attentes professionnelles comprennent la connaissance des produits et services de la banque, ce qui permettra d'identifier les occasions de vente croisée et d'accroître la satisfaction globale des clients.

Ce poste peut être pourvu en tant que gestionnaire principale des relations ou gestionnaire des relations, selon l'expérience et les qualifications.

Responsabilités
  • Gérer un vaste portefeuille de clients actuels et potentiels complexes avec des revenus annuels de 50 millions à 2 milliards de dollars ainsi qu'aider les entreprises à épargner, emprunter et à investir en fonction de leurs besoins actuels et futurs
  • Acquérir, approfondir et entretenir des relations fructueuses avec les clients grâce aux ventes, à la prospection et à l'amélioration des relations existantes
  • Comprendre et interpréter les états financiers et les flux de trésorerie pour évaluer et analyser les conditions financières des entreprises et les tendances du secteur
  • Collaborer avec les coéquipiers nationaux et internationaux de la banque, y compris les services bancaires d'investissement, les opérations de change et la gestion de patrimoine, et faciliter les relations avec les spécialistes des produits du crédit, de la gestion de trésorerie et des services aux commerçants afin de concevoir et de fournir des solutions financières aux clients actuels et potentiels
  • Diriger et faciliter le dialogue avec une variété de clients actuels et potentiels ainsi que des centres d'influence (comptables, avocats, sociétés de capital-investissements, etc.) complexes concernant des sujets tels que le secteur d'activité des clients actuels et potentiels, les structures de capital alternatives et les questions commerciales générales
  • Être responsable de la mise en œuvre et de la poursuite d'un plan de prospection, y compris l'identification et l'évaluation des clients potentiels, ainsi que les tactiques et la stratégie de conversion
  • Encadrer et faire du mentorat auprès des pairs, tout en utilisant les compétences en direction
  • S'engager dans la représentation de l'image de marque de la banque auprès des communautés locales et lors de diverses fonctions, conférences et événements du secteur, des finances et du commerce
  • Accueillir le changement et s'adapter aux changements des pratiques de vente et aux conditions plus générales d'un marché ou d'un secteur, au besoin


Qualifications
  • Au moins sept ans d'expérience en prêts commerciaux ou aux entreprises
  • Bilinguisme en anglais et en français. En tant qu'entreprise internationale pourvue de clients, d'employés et d'entrepreneurs situés dans le monde entier, l'anglais est requis pour travailler en tant que gestionnaire principale des relations avec les parties prenantes internes et externes de Bank of America
  • Diplôme de premier cycle requis : Maîtrise en affaires, en finances ou en économie, souhaitée
  • Démontrer une capacité à construire, gérer et développer un portefeuille étendu de clients du marché intermédiaire avec des revenus allant jusqu'à 2 milliards de dollars
  • Expérience avérée dans les domaines de la prospection de nouvelles affaires, l'amélioration des relations existantes et la conclusion de transactions fructueuses
  • Compétences et expérience professionnelles éprouvées en vente, y compris la planification, l'exécution et le suivi des réunions avec les clients
  • Capacité d'évaluer et d'analyser les conditions financières des clients et les tendances de secteur
  • Capacité d'organiser, de faciliter, de diriger et de négocier avec une équipe de collègues de la banque pour résoudre les problèmes des clients
  • Capacité de comprendre et d'interpréter les états financiers et l'analyse des flux de trésorerie
  • Aptitudes remarquables en communication verbale et écrite, et capacité reconnue de direction
  • Expérience et solide connaissance pratique des solutions pour les marchés financiers (DCM, ECM, Syndications, Lev Fin)


Qualifications souhaitées
  • Diplôme d'études supérieures ou titre professionnel souhaité
  • Capacité avérée de trouver des ententes et des relations au Québec
  • Capacité de développer des affaires avec les CI et les cadres supérieurs
  • La connaissance des produits est valorisée (c.-à-d. gestion mondiale de la trésorerie, financement d'équipement, gestion des risques, etc.)
  • Exposition au processus de fusions et acquisitions et au financement des acquisitions


Compétences
  • Gestion des risques
  • Gestion des clients
  • Services-conseils en solutions clients
  • Prospection
  • Établissement de relations
  • Gestion de projet
  • Identification de la recommandation
  • Gestion du rendement des ve

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
Finance & Insurance
Net Income
$17.8 billion
Founded
1998
5 Year Trend
-1.4%
NASDAQ
BAC
* Ladders Estimates

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