Sr. Relationship Manager-Global Commercial Banking/Middle Market (No. Texas - Fr
Bank of America, Dallas, TX, United States
Job Description
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross‑selling opportunities and increase overall client satisfaction.
Responsibilities
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
Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
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
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
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Skills
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
Required Skills
Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
Demonstrates ability to successfully manage an extensive portfolio of clients.
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.
Financial modeling experience and the completion of a formal credit training is required.
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)
Desired Skills
Existing knowledge of the market preferred.
Active networking contacts and Centers of Influence established in the market.
Active member/participation in local community organizations.
Minimum Education Requirements
Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift: 1st shift (United States of America)
Hours Per Week: 40
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Responsibilities
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
Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
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
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
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Skills
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
Required Skills
Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
Demonstrates ability to successfully manage an extensive portfolio of clients.
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.
Financial modeling experience and the completion of a formal credit training is required.
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)
Desired Skills
Existing knowledge of the market preferred.
Active networking contacts and Centers of Influence established in the market.
Active member/participation in local community organizations.
Minimum Education Requirements
Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift: 1st shift (United States of America)
Hours Per Week: 40
#J-18808-Ljbffr