Senior Relationship Manager — Global CRE Banking

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

Benefits offered by this job

In-office culture

Job summary

Bank of America in California is seeking a Senior Relationship Manager for the Commercial Real Estate team. You will manage a portfolio of high-value clients, provide financial solutions, and collaborate with product specialists across Credit, Treasury, and Wealth areas.

This role emphasizes relationship growth, cross-sell opportunities, and leadership within a large financial services organization. Requirements include 10+ years in CRE lending, strong credit and negotiation skills, and

Qualifications

• 10+ years of experience in commercial real estate project lending and institutional financing.
• Proven sales, marketing and leadership skills with ability to work with underwriting partners and Credit Risk.
• Credit underwriting, presentation and negotiation skills; understanding of financial accounting and commercial loan underwriting.
• Familiarity with interest rate management, deposits, cash management and fee-based products.
• Excellent verbal and written skills and strong interpersonal and organizational abilities.
• Securities Industry Essentials (SIE), Series 7 & 63 required within 180 days of start.

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

Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) or equivalent experience.

Job description

Bank of America in California is seeking a Senior Relationship Manager for the Commercial Real Estate team. You will manage a portfolio of high-value clients, provide financial solutions, and collaborate with product specialists across Credit, Treasury, and Wealth areas.

This role emphasizes relationship growth, cross-sell opportunities, and leadership within a large financial services organization. Requirements include 10+ years in CRE lending, strong credit and negotiation skills, and