Senior Relationship Manager, Business Banking Solutions

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

Job summary

Bank of America in Newport Beach is seeking a seasoned Commercial Banking professional to manage a portfolio of high-revenue clients. You will identify cross-sell opportunities, analyze financial statements, and collaborate with Investment Banking, Foreign Exchange, and Wealth Management to deliver tailored financial solutions.

You will lead discussions on industry trends, capital structures, and strategic issues, while coaching peers and adapting to evolving sales practices in a dynamic market.

Qualifications

• 5+ years of experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
• 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 of companies and industry trends

Responsibilities

• Manages an extensive portfolio of complex clients and prospects 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

Client Experience

Branding

Client Management

Client Solutions Advisory

Relationship Building

Account Management

Financial Analysis

Leadership Development

Loan Structuring

Referral Identification

Credit Documentation Requirements

Pipeline Management

Referral Management

Regulatory Compliance

Risk Management

Education

Bachelor’s degree in Business, Finance or Economics preferred

High School Diploma/GED or equivalent work experience

Job description

Bank of America in Newport Beach is seeking a seasoned Commercial Banking professional to manage a portfolio of high-revenue clients. You will identify cross-sell opportunities, analyze financial statements, and collaborate with Investment Banking, Foreign Exchange, and Wealth Management to deliver tailored financial solutions.

You will lead discussions on industry trends, capital structures, and strategic issues, while coaching peers and adapting to evolving sales practices in a dynamic market.