Senior Relationship Manager, Global Tech Banking

Bank of America

San Francisco (CA)

On-site

USD 140,000 - 235,000

Full time

12 days ago
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Benefits offered by this job

Discretionary incentive eligible
Benefits eligible

Job summary

Bank of America in San Francisco seeks a seasoned Global Commercial Banking professional for the Healthcare, Technology & Sponsors (HTS) team. The role centers on advising complex technology clients, managing and expanding a large portfolio, and delivering tailored financial solutions with cross‑functional collaboration across Investment Banking, FX, Wealth Management and Product Specialists.

Candidates should have 10+ years in commercial lending or investment banking, strong client advisory

Qualifications

  • 10+ years’ experience in Commercial Lending or Investment Banking.
  • Proven ability to manage a portfolio of middle-market clients with revenues >$50M.
  • Proven track record in prospecting, expanding relationships and closing transactions.
  • Strong corporate finance, capital markets and accounting acumen.
  • Excellent oral and written communication; leadership ability.

Responsibilities

  • Manage an extensive portfolio of complex clients with revenues from $50M to $2B; help them save, borrow and invest.
  • Acquire, deepen and maintain profitable client relationships through sales and prospecting.
  • Analyze financial statements to assess company health and industry trends.
  • Collaborate with domestic and international teams and Product Specialists to design financial solutions.
  • Lead dialogues with clients on industry, capital structures and business issues.
  • Coach peers and adapt to changing sales practices.

Skills

Client Management
Relationship Building
Prospecting
Sales Performance
Financial Analysis
Credit & Financing
Leadership
Strategic Advisory
Industry Knowledge
Communication Skills
Negotiation
Cross-functional Collaboration
Risk Management
Data & Trend Analysis
Pipeline Management

Education

Undergraduate degree in business/finance/economics
MBA desirable

Job description

Bank of America in San Francisco seeks a seasoned Global Commercial Banking professional for the Healthcare, Technology & Sponsors (HTS) team. The role centers on advising complex technology clients, managing and expanding a large portfolio, and delivering tailored financial solutions with cross‑functional collaboration across Investment Banking, FX, Wealth Management and Product Specialists.

Candidates should have 10+ years in commercial lending or investment banking, strong client advisory

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