Sr. Relationship Manager - Global Commercial Banking (middle Market)

Bank of America

San Francisco, CA, US
$140,000.00 - $235,000.00 annualized salary; discr...
On-site
Manage extensive client portfolio
Acquire and deepen profitable relationships
Analyze financial statements and industry trends
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs

Job Summary

  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
  • Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.

Matching Summary

Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.

Salary

$140,000.00 - $235,000.00 annualized salary; Discretionary incentive eligible; Industry-leading benefits

Skills & Requirements

Must-have

  • Manage extensive client portfolio
  • Acquire and deepen profitable relationships
  • Analyze financial statements and industry trends
  • Collaborate with product specialists
  • Lead client dialogues on business issues

Nice-to-have

  • Coaching and mentoring peers
  • Adapting to market changes
  • Existing market knowledge
  • Active networking contacts

Key Requirements

  • Minimum 10 years experience in Commercial Lending or Investment Banking
  • Formal credit training completion
  • Financial modeling experience
  • Securities Industry Essentials (SIE), Series 7 & 63 licenses (obtain within 180 days)

Work Rights

Not specified

Tailored Resume

Cover Letter