Sr. Relationship Manager - Global Commercial Banking – Healthcare, Education, Not-for-profit Group (cleveland, Columbus, Cincinnati, Pittsburgh, Indianapolis, Detroit)

Bank of America

Cleveland, OH, US
$140,000.00 - $235,000.00 annualized salary; discr...
Commercial lending/corporate finance experience
Client relationship management
Financial analysis and cash flow statements
The Sr. Relationship Manager will manage an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs

Job Summary

  • The Sr. Relationship Manager will manage an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs.
  • 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

The Sr. Relationship Manager will manage an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs.

Salary

$140,000.00 - $235,000.00 annualized salary; Discretionary incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Commercial lending/corporate finance experience
  • Client relationship management
  • Financial analysis and cash flow statements
  • Sales prospecting and business development
  • Product knowledge and cross-selling

Nice-to-have

  • Active networking and community involvement
  • Interest in Healthcare, Education & NFP
  • Leadership and mentorship skills
  • Adaptability to market changes

Key Requirements

  • 10+ years commercial lending/corporate finance/relationship management
  • Manage extensive HENFP client portfolio ($50M+ revenue)
  • Proven track record of prospecting and closing deals
  • Professional sales skills and experience
  • Strong corporate finance, capital markets, accounting acumen
  • Financial modeling and formal credit training preferred
  • Securities Industry Essentials (SIE), Series 7 & 63 licenses

Work Rights

Not specified

Tailored Resume

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