Sr. Relationship Manager - Global Commercial Bank - Middle Market - Dalton, Ga

Bank of America Bank of America · Banking · Dalton

This role is for a Sr. Relationship Manager in Global Commercial Banking at Bank of America, focusing on managing and growing relationships with complex clients. The responsibilities include providing financial advice, identifying cross-selling opportunities, and collaborating with internal specialists to deliver solutions. The role requires sales, client management, and financial analysis skills, along with specific FINRA licenses.

What you'd actually do

  1. 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
  2. Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
  3. Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
  4. 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
  5. 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

Skills

Required

  • FINRA Securities Industry Essentials (SIE)
  • S7
  • S63

Nice to have

  • 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

What the JD emphasized

  • FINRA Securities
  • SIE
  • S7
  • S63