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Bank Of America Global Commercial Banking-Middle Market Sr 
United States, Texas, San Antonio 
590693028

02.05.2024


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 $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 and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
  • Demonstrates leadership skills and coaches/mentors peers
  • Embraces change and adapts to changes in sales practices and broader market/industry conditions as needed
  • Holds the following registered licenses (or obtains within 180 days of start date): SIE, S7 and S63

Required Skills:

  • Must have a minimum of 10 years’ experience in Commercial Banking/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.
  • Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days of start date)

Desired Skills:

  • Business Development
  • Advisory Sales
  • Referral Sales
  • Prospecting and Qualification
  • Risk Management
  • Financial Analysis
  • Customer Focus
  • Leadership
  • Relationship Building
  • Client Team Management
  • Negotiation
  • Active Listening
  • Executive Presence
  • Written Communication
  • Organization
1st shift (United States of America)