Sr. Relationship Manager - Global Commercial Banking/Middle Market (Fort Worth/Dallas)
Bank of America
Job Overview This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. The role serves as the primary point of contact or trusted advisor and acquires, deepens, and maintains profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. 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 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 Desired Skills Existing knowledge of the market preferred Active networking contacts and Centers of Influence established in the market Active member/participation in local community organizations Education and Licensing Requirements Undergraduate degree in business, finance or economics preferred. MBA desirable. Minimum of 10 years’ experience in Commercial Lending or Investment Banking. Must possess Securities Industry Essentials (SIE), Series 7 & 63 license (to be obtained within 180 days of start date). Shift and Hours 1st shift (United States of America). 40 hours per week. #J-18808-Ljbffr Bank of America
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