Sr. Relationship Manager Global Commercial Bank Middle Market Technology Group
Share
Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.
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.
At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!
Great opportunity to join our Global Commercial Banking (GCB) Healthcare Technology & Sponsors (HTS) Team focusing on the Technology industry.
GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services Credit Risk Management (FX & Derivatives) Capital Raising & Advisory Services Wealth Management and Financial Life Benefits.
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. 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. Job expectations include having knowledge of the banks products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
- Manages an extensive portfolio of complex technology 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
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- 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
- Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry alternative capital structures and general business issues
- Coaches and mentors peers while utilizing leadership skills
- Adapts to changes in sales practices and broader market and industry conditions as needed
Required Skills
Experience with Technology companies or a strong passion and curiosity for the sector.
Undergraduate degree or equivalent work experience required: Majors in business finance or economics preferred. MBA desirable.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Securities Industry Essentials (SIE) Series 7 & 63 (Must obtain SIE series 7 & 63 license within 180 days of start date).
10 years of experience in Commercial Lending or Investment Banking.
Demonstrated ability to successfully manage an extensive portfolio of clients.
Proven track record of prospecting new business enhancing existing relationships and closing profitable transactions.
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 and the completion of a formal credit training program.
Capable of organizing facilitating leading and negotiating with a team of bank associates to solve client problems.
- 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
Minimum Education Requirement:
Undergraduate degree required: Majors in business finance or economics preferred or equivalent experience.
MBA desirable.
Shift:
1st shift (United States of America)Hours Per Week:
40Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.
