Sr. Relationship Manager - Global Commercial Bank - Middle Market - Miami

ALPFA Baltimore Chapter; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Bank of America in Miami seeks a Sr. Relationship Manager for Global Commercial Bank, Middle Market. You will serve as the primary advisor, manage complex client relationships, and coordinate with product specialists to deliver financial solutions.

The role emphasizes performance in sales, portfolio growth, and cross-functional collaboration across domestic and international teams in a fast-paced banking environment.

Qualifications

• 10+ years' experience in Commercial Lending or Investment Banking.
• Proven ability to manage an extensive portfolio of middle market clients with revenues >$50M.
• Proven sales track record including prospecting, relationship growth, and closing profitable transactions.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience; credit training is a plus.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability and team coordination.
• Securities Industry Essentials (SIE), Series 7 & 63; must obtain within 180 days of start.

Responsibilities

• Manage an extensive portfolio of complex clients with revenues $50M-$2B.
• Acquire, deepen, and maintain profitable client relationships and cross-sell opportunities.
• Interpret financial statements to assess company health and industry trends.
• Collaborate with cross-functional teams and Product Specialists to deliver financial solutions.
• Lead dialogues with clients on industry, capital structures, and business issues.
• Coach and mentor peers; adapt to changing market conditions.
• Coordinate with internal teams to solve client problems and drive growth.

Skills

Client Management

Relationship Building

Prospecting

Sales

Financial Analysis

Leadership

Risk Management

Project Management

Data Analysis

Pipeline Management

Education

Undergraduate degree in business/finance/economics

MBA desirable or equivalent experience

Job description

• Sales Performance Management

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.

Sr. Relationship Manager - Global Commercial Bank - Middle Market - Miami

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.

Description

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

The Bank of America Middle Market segment is seeking a Sr. Relationship Manager to join our team. The Middle Market segment of the Global Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion. This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

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

Required 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)

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

Minimum Education Requirements

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

Shift

1st shift (United States of America)

Hours Per Week

40

Please refer to the company's website or job descriptions to learn more about them.