Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Bank of America
Thousand Oaks, CA 91359
About the Job
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
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world
We’re devoted to being a diverse and inclusive workplace for everyone
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees
We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference
Join us!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 bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.Office location is Westlake Village.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 needsAcquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationshipsUnderstands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trendsCollaborates 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 prospectsLeads 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 issuesCoaches and mentors peers, while utilizing leadership skillsAdapts to changes in sales practices and broader market and industry conditions as neededSkills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementUndergraduate degree desired: Majors in business, finance or economics preferred
MBA desirable.Required Skills Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking
Demonstrates ability to successfully manage an extensive portfolio of clients
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 is required
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) The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811)Pay and benefits informationPay range$140,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Westlake VillageType: Full time
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world
We’re devoted to being a diverse and inclusive workplace for everyone
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees
We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference
Join us!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 bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.Office location is Westlake Village.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 needsAcquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationshipsUnderstands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trendsCollaborates 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 prospectsLeads 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 issuesCoaches and mentors peers, while utilizing leadership skillsAdapts to changes in sales practices and broader market and industry conditions as neededSkills:Client ManagementClient Solutions AdvisoryProspectingRelationship BuildingRisk ManagementFinancial AnalysisLeadership DevelopmentProject ManagementReferral IdentificationSales Performance ManagementBusiness DevelopmentClient Experience BrandingContinuous ImprovementData and Trend AnalysisPipeline ManagementUndergraduate degree desired: Majors in business, finance or economics preferred
MBA desirable.Required Skills Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking
Demonstrates ability to successfully manage an extensive portfolio of clients
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 is required
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) The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811)Pay and benefits informationPay range$140,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan
Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Westlake VillageType: Full time
Source : Bank of America