Senior Relationship Manager, Global Commercial Banking – Healthcare, Education,

Manage and expand a portfolio of Healthcare, Education, and Nonprofit relationships, delivering strategic advice and customized solutions across treasury management, liquidity, credit, capital markets, wealth management, and other enterprise solutions.

Achieve trusted advisor status with executive leadership teams, providing insights on industry trends, capital planning, liquidity management, operational efficiency, and organizational growth initiatives.

Develop and execute comprehensive relationship growth strategies that increase profitability, deepen client engagement, and increase market and wallet share.

Identify and acquire new client relationships through proactive prospecting, industry networking, referral development, and strategic business development efforts.

Lead cross-functional teams of product specialists and banking professionals to deliver integrated client solutions and exceptional client experiences.

Analyze financial performance, industry dynamics, and organizational strategies to assess creditworthiness, identify risks, and uncover growth opportunities.

Represent Bank of America in the healthcare and nonprofit communities through industry associations, conferences, and executive networking opportunities.

Mentor and develop junior bankers while fostering collaboration, accountability, and a high-performance team culture.

Adapt client strategies to evolving market conditions, industry trends, regulatory developments, and competitive dynamics.

Requirements

10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience

Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.

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 preferred.

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)

Travel up to 30%

Core Competencies
Demonstrates extensive experience in managing a diverse portfolio of Healthcare, Education, and Nonprofit clients, with a strong focus on relationship management, financial analysis, and strategic business development. Proven ability to lead cross-functional teams and mentor junior bankers while adapting strategies to market conditions and client needs.

Highest-signal resume keywords

10+ Years Experience In Commercial Lending

Healthcare, Education, And Nonprofit Portfolio Management

Corporate Finance And Capital Markets Expertise

Proven Sales Skills And Business Development

Securities Industry Essentials (SIE), Series 7 & 63

ATS Optimization Keywords
Hard Skills

Financial Modeling

Credit Training

Liquidity Management

Operational Efficiency Analysis

Strategic Relationship Growth

Risk Assessment

Client Engagement Strategies

Portfolio Analysis

Negotiation Skills

Market Trend Analysis

Soft Skills

Outstanding Oral And Written Communication

Leadership Ability

Team Collaboration

Problem Solving

Accountability

Certifications & Qualifications

Securities Industry Essentials (SIE)

Series 7

Series 63

Industry Keywords

Healthcare

Education

Nonprofit

Commercial Lending

Corporate Finance

Capital Markets

Treasury Management

Client Solutions

Market Share Growth

Executive Networking

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