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About the Role

This role is responsible for providing advice and financial solutions to complex Global Commercial Banking clients and prospects within the Technology industry. Key responsibilities include serving as a trusted advisor, acquiring and deepening profitable relationships, and collaborating with teammates and Product Specialists to meet client needs.

Responsibilities

Manages a portfolio of complex clients and prospects with annual revenues between $50 million and $2 billion.
Acquires, deepens, and maintains profitable client relationships through sales and prospecting.
Analyzes financial and cash flow statements to assess company financial conditions and industry trends.
Collaborates with domestic and international teammates and Product Specialists to deliver financial solutions.
Leads client and prospect discussions on industry trends, capital structures, and business issues.
Coaches and mentors peers, utilizing leadership skills.
Adapts to changes in sales practices and market conditions.

Requirements

10+ years of experience in Commercial Lending or Investment Banking.
Demonstrated ability to manage a portfolio of middle-market clients with revenues greater than $50 million.
Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
Professional sales skills and experience, including client meeting planning, execution, and follow-up.
Strong corporate finance, capital markets, and accounting acumen.
Financial modeling experience and completion of formal credit training are preferred.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Ability to organize, facilitate, lead, and negotiate with a team to solve client problems.
Must obtain SIE, Series 7 & 63 licenses within 180 days of the 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

Location

San Francisco, CA

Work Type

Onsite
Full-time

Experience Level

10+ years

Education Level

Undergraduate degree or equivalent work experience required; Majors in business, finance or economics preferred. MBA desirable.

Salary/Compensations

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

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders.
We foster an inclusive workplace where every teammate has the opportunity to succeed.
We value unique perspectives from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.

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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.