Sr. Relationship Manager, Global Commercial Banking Healthcare, Education, Not-for-Profit

Bank Of America

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profile Job Location:

Miami, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 18 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!

Job Summary:
The Sr. Relationship Manager will be a key member of our Healthcare Education & Not-for-Profit Team which covers our clients and prospects throughout the State of Florida. The Healthcare Education and Not-For-Profit Group (HENFP) is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals health systems and insurance providers) Private Higher Education and Not- For- Profits (charitable cultural social and leading Non-Governmental organizations); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue).

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 HENPF clients and prospects with annual revenues of $50 million and above to help 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

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

Required Qualifications:
10 years experience in broad based commercial lending/corporate finance/relationship management experience
Demonstrates management capability of an extensive portfolio of Healthcare Education and NFP clients with revenues greater than $50 million.
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 and the completion of a formal credit training preferred.
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.
Securities Industry Essentials (SIE) Series 7 & 63 (Must obtain SIE series 7 & 63 license within 180 days of start date)

Desired Skills:
Undergraduate degree in related field or equivalent work experience. MBA desirable.
Existing knowledge of the market preferred.
Active member/participation in local community organizations.
Highly desirable to have active networking contacts and Centers of Influence established in market.
Desire to work in a specialty team with an interest in Healthcare Education & NFP institutions.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Required Experience:

Manager

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...
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Key Skills

  • Revenue Cycle Management
  • HIPAA
  • Healthcare Management
  • PMBOK
  • Microsoft Outlook
  • Project Leadership
  • Data Management
  • Project Management
  • Affiliate Marketing
  • Project Management Software
  • Supervising Experience
  • Workday

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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.

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