Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (charlotte)

Bank of America

Charlotte, North Carolina, United States
10+ years commercial dealership sales experience
Leading syndicated credit facilities transactions
Capital markets transaction experience
The Sr. Relationship Manager will serve as a trusted advisor to the largest dealership groups across the United States, maintaining and building existing client relationships while acquiring new ones

Job Summary

  • The Sr. Relationship Manager will serve as a trusted advisor to the largest dealership groups across the United States, maintaining and building existing client relationships while acquiring new ones.
  • This role requires leading a team of product professionals to close revenue objectives using Bank of America's comprehensive product offerings including floor plan lines of credit, term loans, and Capital Markets services.
  • Candidates must demonstrate extensive experience in financial analysis, specifically reviewing income statements and balance sheets with an emphasis on cash flow and liquidity for loan structuring.

Matching Summary

The Sr. Relationship Manager will serve as a trusted advisor to the largest dealership groups across the United States, maintaining and building existing client relationships while acquiring new ones.

Skills & Requirements

Must-have

  • 10+ years commercial dealership sales experience
  • Leading syndicated credit facilities transactions
  • Capital Markets transaction experience
  • Financial analysis and modeling expertise
  • Prospecting and closing profitable transactions

Nice-to-have

  • Existing knowledge of automotive dealer market
  • Strong negotiation skills managing client expectations
  • Cross-selling opportunities identification
  • Ability to turn unexpected events into sales
  • In-depth customer business knowledge

Key Requirements

  • Series 7 & 63 securities licenses (obtain within 180 days)
  • SIE securities license required
  • Undergraduate degree or equivalent work experience
  • Proven track record in prospecting new business
  • Leadership of geographically distributed teams

Work Rights

Not specified

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