Senior Relationship Architect, Business Banking

Bank of America; Pasadena (CA); On-site; USD 140,000 - 185,000; Full time

Benefits offered by this job

Benefits eligibility

Discretionary incentive

Job summary

Bank of America in Pasadena, CA seeks a seasoned banking professional to serve as trusted advisor for complex Business Banking clients, managing an extensive portfolio and delivering tailored financial solutions.

You will collaborate with Product Specialists, assess financial statements, and drive cross-sell opportunities across cash management, lending, and treasury services to deepen profitable relationships.

Qualifications

• 5+ years of experience in commercial lending, business development, commercial credit and portfolio management.
• Experience managing an extensive portfolio of clients with annual revenues of $20-$50 million.
• Proven track record of sales, prospecting new business, and enhancing existing relationships.
• Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions

Responsibilities

• Manages an extensive portfolio of complex clients with annual revenues of $20-$50 million 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 local market stakeholders and 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 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

Business Development

Relationship Building

Advisory

Client Management

Credit Documentation

Education

Bachelor’s degree in Business, Finance or Economics

Job description

Bank of America in Pasadena, CA seeks a seasoned banking professional to serve as trusted advisor for complex Business Banking clients, managing an extensive portfolio and delivering tailored financial solutions.

You will collaborate with Product Specialists, assess financial statements, and drive cross-sell opportunities across cash management, lending, and treasury services to deepen profitable relationships.