Sr Relationship Manager- Global Commercial Bank - Middle Market - Orlando

Bank of America Bank of America · Banking · Orlando, FL

This role is for a Sr. Relationship Manager in Bank of America's Global Commercial Bank, focusing on managing and growing relationships with complex middle-market clients. The responsibilities include providing financial advice, acquiring new business, deepening existing relationships, and collaborating with internal specialists to deliver tailored financial solutions. The role requires extensive experience in commercial lending or investment banking, strong financial acumen, and sales skills.

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

  • 10+ years’ experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of middle market 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 of client meetings.
  • Strong corporate finance, capital markets and accounting acumen.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Nice to have

  • Financial modeling experience and the completion of a formal credit training preferred.
  • 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.
  • MBA desirable or equivalent experience

What the JD emphasized

  • Must obtain SIE, series 7 & 63 license within 180 days of start date