Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group

Sr. Relationship Manager -Global Commercial Bank - Middle Market - Technology Group

San Francisco, California

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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 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

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.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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 & Investment Banking Services, Wealth Management and Financial Life Benefits.

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 bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• 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

• 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 Qualifications:

• 10+ years' experience in Commercial Lending or Investment Banking.

• Demonstrates ability to successfully manage an extensive 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 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)

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

Minimum Education Requirements:

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

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