Sr. Relationship Manager - Global Commercial Banking/middle Market (central Valley/agriculture/bakersfield, Ca)

Bank of America Bank of America · Banking · Bakersfield, CA

Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on acquiring, deepening, and maintaining profitable relationships with clients in the Central Valley/Agriculture sector. Responsibilities include managing a portfolio, providing financial advice, collaborating with internal specialists, and leading client dialogues. Requires significant experience in commercial lending or investment banking, strong financial acumen, sales skills, and regulatory licensing.

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, prospecting, and closing transactions
  • Corporate finance, capital markets, and accounting acumen
  • Financial modeling
  • Formal credit training
  • Oral and written communication skills
  • Leadership ability
  • Negotiation skills
  • Securities Industry Essentials (SIE), Series 7 & 63 licenses

Nice to have

  • Agriculture industry experience
  • Farm credit experience
  • Existing market knowledge
  • Active networking contacts
  • Active participation in local community organizations
  • MBA

What the JD emphasized

  • Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)