Senior Global Commercial Banking Relationship Lead

Bank of America; Newport Beach (CA); On-site; USD 140,000 - 235,000; Full time

Benefits offered by this job

Benefits

Discretionary incentive plan

Paid time off

Job summary

Bank of America is seeking a senior relationship manager for its Global Commercial Banking segment in California. The role focuses on advising complex clients and prospects, acquiring and growing profitable relationships, and coordinating with product specialists to deliver tailored financial solutions.

The ideal candidate will manage multi-million to multi-billion revenue clients, analyze financial statements, and drive cross-sell opportunities with investment banking, FX, wealth management,

Qualifications

• Undergraduate degree in business, finance or economics preferred.
• MBA desirable.
• Ability to manage complex client portfolios.

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

Education

Undergraduate degree or equivalent work experience

Majors in business, finance or economics preferred

MBA desirable

Job description

Bank of America is seeking a senior relationship manager for its Global Commercial Banking segment in California. The role focuses on advising complex clients and prospects, acquiring and growing profitable relationships, and coordinating with product specialists to deliver tailored financial solutions.

The ideal candidate will manage multi-million to multi-billion revenue clients, analyze financial statements, and drive cross-sell opportunities with investment banking, FX, wealth management,