Bank of America
Sr. Relationship Manager-Global Commercial Banking (Middle Market - Greater Bay)
Bank of America, San Francisco, California, United States, 94199
Sr. Relationship Manager-Global Commercial Banking (Middle Market - Greater Bay) 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.
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: 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. Office location flexible to: San Francisco, San Jose and Walnut Creek 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 Leadership Development Project Management Referral Identification Business Development Client Experience Branding Data and Trend Analysis Required Skills Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking. Demonstrates ability to successfully manage an extensive portfolio of clients. 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 is required. 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) The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Age requirement: Must at least be 18 years of age. Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling
1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response. This feature allows you to manage your privacy choices. By selecting a category, you can learn about your choices and make changes. Selections you make will update your default settings. Where possible, we will provide you with a single privacy profile and store settings across our brands. Occasionally there are legal or technical limitations, where you have multiple user names or accounts, that may prevent this from occurring. You should check your settings for accuracy based on your relationship with us.
Local Privacy Notices and Requirements
Your Privacy Choices This feature allows you to manage your privacy choices. By selecting a category, you can learn about your choices and make changes. Selections you make will update your default settings. Where possible, we will provide you with a single privacy profile and store settings across our brands. Occasionally there are legal or technical limitations, where you have multiple user names or accounts, that may prevent this from occurring. You should check your settings for accuracy based on your relationship with us.
Local Privacy Notices and Requirements The Privacy Choices displayed are specific to your local privacy requirements and our privacy notices. For more information about how we protect your privacy, including specific rights that may apply, please visit the Opens in a new window
Institutional Privacy
and the Opens in a new window
Consumer Privacy
pages.
Marketing Preferences To manage your general marketing preferences, please visit the “Control how we can share your data and market to you” form on our Opens in a new window
Privacy Page.
California Residents To learn more about your privacy rights as a California resident, please see our Opens in a new window
California Consumer Privacy Act Notice. To exercise your CCPA consumer rights to request, correct or delete your personal information, please visit our Opens in a new window
California Personal Information Request form. To opt out of sharing and selling, open the “Sharing and selling of Personal Data” tab and make a selection.Sharing and Selling of Personal Data Sharing and Selling of Personal Data Bank of America does not sell personal information, but we may share personal information for targeted advertising. You have the right to opt-out of the selling or sharing of your personal information.
By switching the toggle to the left and clicking save, you are indicating that you do not want us to sell your personal information or share your personal information for online targeted advertising activities.
If you do not have an account or if you are not logged into your account, your request to opt-out of sale/sharing will be linked to your browser identifier only and not linked to any account information because the connection between your browser and the account is not known to us.
At any time, you may change your preference setting using the toggle bar. Any manual adjustment will override previous settings. Advertising Advertising Performance Performance Preference Preference Children's Privacy Children's Privacy Bank of America is committed to protecting children’s privacy and limiting the collection and use of minor’s data. For sites where we offer products or content to persons under 18 years of age, the privacy settings are set to the highest level, limiting data collection to what is required to run our website. This setting blocks the collection and use of sensitive information. To learn more about Children’s Privacy, see our Children's Privacy Page
. Strictly Necessary Always Active
#J-18808-Ljbffr
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: 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. Office location flexible to: San Francisco, San Jose and Walnut Creek 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 Leadership Development Project Management Referral Identification Business Development Client Experience Branding Data and Trend Analysis Required Skills Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking. Demonstrates ability to successfully manage an extensive portfolio of clients. 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 is required. 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) The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Age requirement: Must at least be 18 years of age. Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by calling
1.877.760.2076 . This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. Please note : Messages left for other purposes such as following up on an application or non-disability related technical issues, will not receive a response. This feature allows you to manage your privacy choices. By selecting a category, you can learn about your choices and make changes. Selections you make will update your default settings. Where possible, we will provide you with a single privacy profile and store settings across our brands. Occasionally there are legal or technical limitations, where you have multiple user names or accounts, that may prevent this from occurring. You should check your settings for accuracy based on your relationship with us.
Local Privacy Notices and Requirements
Your Privacy Choices This feature allows you to manage your privacy choices. By selecting a category, you can learn about your choices and make changes. Selections you make will update your default settings. Where possible, we will provide you with a single privacy profile and store settings across our brands. Occasionally there are legal or technical limitations, where you have multiple user names or accounts, that may prevent this from occurring. You should check your settings for accuracy based on your relationship with us.
Local Privacy Notices and Requirements The Privacy Choices displayed are specific to your local privacy requirements and our privacy notices. For more information about how we protect your privacy, including specific rights that may apply, please visit the Opens in a new window
Institutional Privacy
and the Opens in a new window
Consumer Privacy
pages.
Marketing Preferences To manage your general marketing preferences, please visit the “Control how we can share your data and market to you” form on our Opens in a new window
Privacy Page.
California Residents To learn more about your privacy rights as a California resident, please see our Opens in a new window
California Consumer Privacy Act Notice. To exercise your CCPA consumer rights to request, correct or delete your personal information, please visit our Opens in a new window
California Personal Information Request form. To opt out of sharing and selling, open the “Sharing and selling of Personal Data” tab and make a selection.Sharing and Selling of Personal Data Sharing and Selling of Personal Data Bank of America does not sell personal information, but we may share personal information for targeted advertising. You have the right to opt-out of the selling or sharing of your personal information.
By switching the toggle to the left and clicking save, you are indicating that you do not want us to sell your personal information or share your personal information for online targeted advertising activities.
If you do not have an account or if you are not logged into your account, your request to opt-out of sale/sharing will be linked to your browser identifier only and not linked to any account information because the connection between your browser and the account is not known to us.
At any time, you may change your preference setting using the toggle bar. Any manual adjustment will override previous settings. Advertising Advertising Performance Performance Preference Preference Children's Privacy Children's Privacy Bank of America is committed to protecting children’s privacy and limiting the collection and use of minor’s data. For sites where we offer products or content to persons under 18 years of age, the privacy settings are set to the highest level, limiting data collection to what is required to run our website. This setting blocks the collection and use of sensitive information. To learn more about Children’s Privacy, see our Children's Privacy Page
. Strictly Necessary Always Active
#J-18808-Ljbffr