Bank of America Corporation

Sr. Relationship Manager - Global Commercial Banking - Transformative Healthcare (Dallas)

Bank of America Corporation$120K — $150K *
Healthcare
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in Commercial Banking or Investment Banking
  • Proven ability to manage a client portfolio exceeding $50 million in revenues
  • Track record of prospecting and closing profitable transactions
  • Strong corporate finance and capital markets acumen
  • Requirements for Securities Industry Essentials (SIE), Series 7 & 63 licenses within 180 days
  • Exceptional oral and written communication skills
  • Demonstrated leadership capabilities

Responsibilities

  • Manages a complex portfolio of For Profit Healthcare clients and prospects
  • Acquires and deepens profitable client relationships through effective sales
  • Analyzes financial statements to assess clients’ financial health and industry trends
  • Collaborates across divisions to deliver comprehensive financial solutions
  • Leads discussions on healthcare industry topics and client needs
  • Mentors and coaches peers while exercising team leadership
  • Adapts strategies in response to market changes

Benefits

  • Opportunities for professional development and mentorship
  • Join a specialized team with a clear leadership position in the healthcare industry
  • Access to a comprehensive suite of banking solutions
  • Engagement in diverse client interactions within the growing Texas market
  • Network with a variety of financial specialists within a large banking institution
Full Job Description
Bank of America9s Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team. The Transformative Healthcare Group focuses on the middle-market healthcare industry, providing traditional banking, capital raising, and advisory services to public and private healthcare companies with annual revenues generally ranging from $50 million to $2 billion. This group is a specialized team within the Global Commercial Bank. The Transformative Healthcare Group maintains a leadership position within the industry, manages numerous syndicated and capital markets-agented transactions, and works closely with Global Investment Banking. The team brings deep industry expertise and a comprehensive suite of solutions to support the complex financial needs of healthcare services and life sciences companies. The Relationship Manager will cover a complex portfolio of healthcare services and life sciences clients and prospects, primarily within the growing Dallas-Fort Worth market and the broader Texas region. Job 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 bank9s products and services in order to identify relationship deepening opportunities and increase overall client satisfaction. Responsibilities:
  • Manages a portfolio of For Profit Healthcare clients and prospects with annual revenues of $50 million to $2 billion and helps companies operate, 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 Healthcare clients and prospects regarding topics such as the healthcare industry, alternative capital structures, and general business issues
  • Coaches and mentors peers, while utilizing team 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 Skills:
  • 10+ years9 experience in Commercial Banking or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of 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 from client meetings.
  • Strong corporate finance, capital markets and accounting acumen.
  • Financial modeling experience and the completion of a 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)
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 on Specialized Industries with an interest in Healthcare.
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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