Senior Relationship Manager, Global Tech Banking

Partners in Digital Health; San Francisco, Northern (CA, KY); Hybrid; USD 140,000 - 235,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive eligible

Job summary

Bank of America in San Francisco is seeking an experienced Global Commercial Banking professional to manage a portfolio of complex healthcare technology and sponsor clients. Key responsibilities include acquiring, deepening and maintaining profitable relationships, collaborating with product specialists, and guiding teams to deliver tailored financial solutions.

10+ years in commercial lending or investment banking required; strong leadership and client-management skills are essential.

Qualifications

• 10+ years' experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of middle market 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 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

Undergraduate degree or equivalent work experience required: Majors in business, finance or economics preferred. MBA desirable.

Tools

Securities Industry Essentials (SIE)

Series 7

Series 63

Job description

Bank of America in San Francisco is seeking an experienced Global Commercial Banking professional to manage a portfolio of complex healthcare technology and sponsor clients. Key responsibilities include acquiring, deepening and maintaining profitable relationships, collaborating with product specialists, and guiding teams to deliver tailored financial solutions.

10+ years in commercial lending or investment banking required; strong leadership and client-management skills are essential.