Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-profit (miami, Orlando, West Palm Beach)

Bank of America Merrill Lynch

Miami, FL, US
In-office with flexibility based on role-specific considerations.
10+ years commercial lending experience
Portfolio management for $50m+ revenue clients
Prospecting and closing profitable transactions
Bank of America Merrill Lynch is seeking a Senior Relationship Manager for their Healthcare, Education, and Not-for-Profit team in Florida. The role involves managing a portfolio of clients, providing financial solutions, and contributing to the organization's commitment to responsible growth and community impact

Job Summary

  • The Sr. Relationship Manager will serve as a trusted advisor to complex Global Commercial Banking clients in the Healthcare, Education, and Not-for-Profit sectors across Florida.
  • Key responsibilities include managing an extensive portfolio of organizations with annual revenues starting at $50 million and facilitating cross-selling opportunities through collaboration with internal teams.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness while driving responsible growth.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Senior Relationship Manager for their Healthcare, Education, and Not-for-Profit team in Florida. The role involves managing a portfolio of clients, providing financial solutions, and contributing to the organization's commitment to responsible growth and community impact.

Skills & Requirements

Must-have

  • 10+ years commercial lending experience
  • Portfolio management for $50M+ revenue clients
  • Prospecting and closing profitable transactions
  • Financial analysis of cash flow statements
  • Collaboration with product specialists

Nice-to-have

  • Existing market networking contacts
  • Active community organization participation
  • Interest in Healthcare and Education sectors
  • MBA degree preferred
  • Leadership and mentoring capabilities

Key Requirements

  • 10+ years in commercial lending or corporate finance
  • Series 7 & 63 license (must obtain within 180 days)
  • Proven track record in prospecting new business
  • Strong corporate finance and capital markets acumen
  • Demonstrated leadership ability

Work Rights

Not specified

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