Senior Relationship Leader, Mission-Driven Banking

Bank of America; Minneapolis (MN); On-site; USD 140,000 - 235,000; Full time

Job summary

Bank of America in Minneapolis, MN seeks a Senior Relationship Manager within the Healthcare, Education & Not-for-Profit (HENFP) team to expand our presence across the Upper Midwest. The role covers not-for-profit healthcare, higher education and large nonprofits, managing client relationships and delivering financial solutions for clients with revenues over $50 million.

You will partner with product specialists to tailor capital, treasury and payments solutions, advise senior leaders on

Qualifications

• 10+ years' experience in broad based commercial lending/corporate finance/relationship management.
• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
• 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 preferred.
• 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)

Responsibilities

• Manages an extensive portfolio of HENFP clients and prospects with annual revenues of $50 million and above to help 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 in related field

MBA desirable

Job description

Bank of America in Minneapolis, MN seeks a Senior Relationship Manager within the Healthcare, Education & Not-for-Profit (HENFP) team to expand our presence across the Upper Midwest. The role covers not-for-profit healthcare, higher education and large nonprofits, managing client relationships and delivering financial solutions for clients with revenues over $50 million.

You will partner with product specialists to tailor capital, treasury and payments solutions, advise senior leaders on