Sr. Relationship Manager - Global Commercial Banking/middle Market (san Antonio, Tx)

Bank of America Bank of America · Banking · San Antonio, TX

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

  • 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
  • 10 years’ experience in Commercial Lending or Investment Banking
  • Financial modeling experience
  • completion of a formal credit training
  • Outstanding oral and written communication skills
  • Demonstrated leadership ability
  • Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems
  • Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

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
  • Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable
  • Existing knowledge of the market preferred
  • Active networking contacts and Centers of Influence established in the market
  • Active member/participation in local community organizations

What the JD emphasized

  • Must have a minimum of 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)