Sr. Relationship Manager - Global Commercial Banking/middle Market (fort Worth/dallas)

Bank of America Bank of America · Banking · Fort Worth, TX +1

Senior Relationship Manager for Global Commercial Banking at Bank of America, focusing on managing and growing client portfolios, providing financial solutions, and collaborating with internal specialists. 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

  • Commercial Lending or Investment Banking experience
  • Client portfolio management
  • Prospecting new business
  • Enhancing existing relationships
  • Closing profitable transactions
  • Sales skills
  • Client meeting planning, execution, and follow-up
  • Corporate finance acumen
  • Capital markets acumen
  • Accounting acumen
  • Financial modeling experience
  • Formal credit training completion
  • Oral and written communication skills
  • Leadership ability
  • Team organization, facilitation, and negotiation
  • SIE, Series 7 & 63 license (or ability to obtain within 180 days)

Nice to have

  • Existing knowledge of the market
  • Active networking contacts
  • Centers of Influence established in the market
  • Active member/participation in local community organizations
  • Undergraduate degree in business, finance or economics
  • MBA

What the JD emphasized

  • minimum of 10 years’ experience in Commercial Lending or Investment Banking
  • Must obtain SIE, series 7 & 63 license within 180 days of start date