Senior Global Relationship Manager: Healthcare & Education

Bank of America

Boulder (CO)

On-site

USD 140,000 - 235,000

Full time

14 days+
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Job summary

Bank of America in Boulder, CO is seeking a Senior Commercial Banker to manage a portfolio of large clients and prospects, delivering tailored financial solutions and advisory services. The role emphasizes deep client relationships, cross-selling opportunities, and collaboration with product specialists across Credit, Treasury Management, and Wealth Management.

The position requires regulatory licenses within 180 days (SIE, Series 7, and Series 63) and leadership capabilities to mentor peers.

Qualifications

  • Holds the following registered licenses (or obtains within 180 days of start date): FINRA Securities Industry Essentials (SIE), S7 and S63

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

Job description

Bank of America in Boulder, CO is seeking a Senior Commercial Banker to manage a portfolio of large clients and prospects, delivering tailored financial solutions and advisory services. The role emphasizes deep client relationships, cross-selling opportunities, and collaboration with product specialists across Credit, Treasury Management, and Wealth Management.

The position requires regulatory licenses within 180 days (SIE, Series 7, and Series 63) and leadership capabilities to mentor peers.

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