Senior Relationship Manager - Healthcare & NFP Banking

Bank of America; Cincinnati (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America is seeking a Senior Relationship Manager for the Healthcare, Education & Not-for-Profit (HENFP) team in the Upper Midwest. You will drive new business, deepen existing relationships, and deliver profitable growth across not-for-profit hospitals, higher education, and large nonprofits, partnering with product specialists to tailor solutions.

You will advise senior leaders on liquidity, capital structure, and industry trends while coordinating with Credit, Treasury, and Merchant

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 or equivalent experience

MBA desirable

Job description

Bank of America is seeking a Senior Relationship Manager for the Healthcare, Education & Not-for-Profit (HENFP) team in the Upper Midwest. You will drive new business, deepen existing relationships, and deliver profitable growth across not-for-profit hospitals, higher education, and large nonprofits, partnering with product specialists to tailor solutions.

You will advise senior leaders on liquidity, capital structure, and industry trends while coordinating with Credit, Treasury, and Merchant