Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (charlotte)
Bank of America
Charlotte, US
On-site
Floor plan lines of credit
Treasury/fx products
Merchant services
The Sr. Relationship Manager is responsible for maintaining and building existing client relationships as well as acquiring new client relationships
Job Summary
The Sr. Relationship Manager is responsible for maintaining and building existing client relationships as well as acquiring new client relationships.
Product offerings will include floor plan lines of credit, term loan financing, syndicated credit facilities, Capital Markets, M&A Advisory, Treasury/FX products, Merchant Services, 401k & Employee Benefits services.
This is a great opportunity to grow a significant existing dealer portfolio with the strength of the Bank of America brand and product offerings to support you.
Matching Summary
The Sr. Relationship Manager is responsible for maintaining and building existing client relationships as well as acquiring new client relationships.
Skills & Requirements
Must-have
Floor plan lines of credit
Treasury/FX products
Merchant Services
Capital Markets transactions
Financial analysis and modeling
Nice-to-have
Existing knowledge of the market
Strong negotiation skills
Cross-selling opportunities
Intellectual curiosity
Key Requirements
10+ years of broad based sales experience
Securities Industry Essentials (SIE), Series 7 & 63
Extensive experience in financial analysis
Thorough understanding of dealership financial statements