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Bank Of America Sr Relationship Manager - Global Commercial 
United States, California, San Diego 
918020646

19.07.2024


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 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 For Profit 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
  • Team Leadership
  • Referral Identification
  • Sales Performance Management
  • Business Development
  • Client Experience Branding
  • Continuous Improvement
  • Data and Trend Analysis
  • Pipeline Management

Required Skills

  • + years’ experience in CommercialBankingor 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 upfromclient 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.
1st shift (United States of America)