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Bank Of America Sr Relationship Manager - Middle Market Technology Group United States, California, San Francisco 816659723
Job Description:
GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits.
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 Bank of America, 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/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
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
- 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
- Experience covering Technology clients or at least a strong passion and curiosity for the Technology sector.
Desired:
- Existing knowledge of the market preferred.
- Technology and Centers of Influence networking contacts in the community.
Minimum Education Requirements:
- Undergraduate degree or equivalent work experience required: Majors in business, finance or economics preferred. MBA desirable.
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