Senior Relationship Manager - Corporate Finance & Credit

Bank of America is looking for a Senior Relationship Manager to join its Middle Market Commercial Banking team within Global Commercial Banking. You would partner with the executive leadership teams of public and private companies with annual revenues from $50 million to over $2 billion. As a trusted advisor, you would provide advice and financial solutions to complex clients and prospects, deepen long-term relationships, and help drive growth for dynamic middle market organizations in the region. You would act as the primary point of contact, work with Product Specialists, and use your knowledge of the bank’s products to identify cross-selling opportunities and improve client satisfaction.

Key responsibilities

• Manage an extensive portfolio of middle market clients with revenues greater than $50 million.
• Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancing existing relationships.
• Interpret financial and cash flow statements to assess companies’ financial condition and industry trends.
• Collaborate with domestic and international teammates in Investment Banking, Foreign Exchange, and Wealth Management.
• Work with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.
• Lead dialogue with complex clients and prospects on industry topics, alternative capital structures, and general business issues.
• Coach and mentor peers.
• Adapt to changes in sales practices and market and industry conditions.

Experience required

• 10+ years in broad-based commercial lending, corporate finance, or relationship management.
• Existing knowledge of the market.
• Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions.
• Professional sales skills, including planning, executing, and following up on client meetings.
• Strong corporate finance, capital markets, and accounting acumen.
• Financial modeling experience and completion of formal credit training (required).
• Demonstrated leadership ability, including organizing, leading, and negotiating with a team of bank associates to solve client problems.
• Licenses: SIE, Series 7, and Series 63, which must be obtained within 180 days of the start date.

Preferred

• Undergraduate degree in a related field or equivalent work experience; MBA desirable.
• Active participation in local community organizations.
• Active networking contacts and Centers of Influence in local markets.

Technical skills

• Client management and client solutions advisory
• Financial analysis, financial modeling, and credit
• Corporate finance, capital markets, and accounting
• Prospecting, business development, and pipeline management
• Risk management
• Sales performance management and referral identification
• Data and trend analysis

Soft skills

• Relationship building and trusted advisor mindset
• Leadership, coaching, and mentoring
• Outstanding oral and written communication
• Collaboration with teammates and Product Specialists
• Negotiation and problem solving
• Adaptability and continuous improvement

Benefits

• Annual discretionary incentive eligibility
• Paid time off
• Benefits eligible (details not itemized in the posting)