Sr Relationship Manager - Global Commercial Bank - West Palm Beach

Bank of America Bank of America · Banking · West Palm Beach, United States

This role is for a Sr. Relationship Manager in Bank of America's Global Commercial Bank. The primary focus is on managing a portfolio of complex clients, acquiring new business, and providing financial solutions. It requires significant experience in commercial lending or investment banking, strong sales and financial acumen, and the ability to manage client relationships and collaborate with internal specialists.

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

  • Commercial Lending or Investment Banking experience
  • Client portfolio management
  • Sales and prospecting
  • Corporate finance, capital markets, and accounting acumen
  • Financial modeling
  • Credit training
  • Oral and written communication skills
  • Leadership ability
  • Negotiation skills
  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 63

Nice to have

  • Local market knowledge
  • Business Development

What the JD emphasized

  • 10 years' experience in Commercial Lending or Investment Banking
  • Financial modeling experience and the completion of a formal credit training is required
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)