About the Role
This role offers the opportunity to partner with leadership teams of dynamic public and private companies with revenues of $50 million to $2 billion in annual revenue. As a trusted advisor, you will deliver sophisticated financial solutions, deepen long-term client relationships, and help drive sustainable growth for some of the region’s most complex and influential middle market organizations.
Responsibilities
- Providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
- Serving as the primary point of contact or trusted advisor.
- Acquiring, deepening, and maintaining profitable relationships.
- Collaborating with teammates.
- Facilitating client relationships with Product Specialists.
- Identifying cross-selling opportunities and increasing overall client satisfaction.
- Managing an extensive portfolio of middle market clients with revenues greater than $50 million.
- Acquiring, deepening, and maintaining profitable client relationships through sales, prospecting, and enhancing existing relationships.
- Understanding and interpreting financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
- Collaborating with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management.
- Facilitating client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.
- Leading and facilitating dialogue with complex clients and prospects regarding industry, alternative capital structures, and general business issues.
- Coaching and mentoring peers.
- Adapting to changes in sales practices and market/industry conditions.
Requirements
- 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.
- Existing knowledge of the market.
- Demonstrates ability to successfully manage an extensive portfolio of clients.
- Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
- Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
- Strong corporate finance, capital markets and accounting acumen.
- Financial modeling experience.
- Completion of a formal credit training.
- Outstanding oral and written communication skills.
- Demonstrated leadership ability.
- Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
- Must obtain SIE, Series 7 & 63 license within 180 days of start date.
Skills
- Client Management
- Client Solutions Advisory
- Prospecting
- Relationship Building
- Risk Management
- Financial Analysis
- Leadership Development
- Project Management
- Referral Identification
- Sales Performance Management
- Business Development
- Client Experience Branding
- Continuous Improvement
- Data and Trend Analysis
- Pipeline Management
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
Location
- Metro, NY
- ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Work Type
- 1st shift
- 40 hours per week
- In-office culture
Experience Level
- Senior
Education Level
- Undergraduate degree in related field or equivalent work experience.
- MBA desirable.
Salary/Compensations
- $140,000.00 - $235,000.00 annualized salary
- Discretionary incentive eligible
- Eligible for annual discretionary award
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
About the Company
- Bank of America's Middle Market Banking team is seeking a Senior Relationship Manager.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- We value the unique perspectives individuals bring from all backgrounds and career paths.
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Equal Opportunity
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
