Bank of America
Sr. Relationship Manager, Global Commercial Banking – Healthcare, Education, Not
Bank of America, Tampa, Florida, us, 33646
Sr. Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)
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Sr. Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)
role at
Bank of America
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 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 Summary The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not‑for‑Profit Team, which covers our clients and prospects throughout the State of Florida. The Healthcare, Education and Not‑For‑Profit Group (“HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not‑for‑Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not‑For‑Profit organizations; with annual revenues starting at $50 million and no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Position can be located in West Palm Beach, Orlando, or Tampa with other Florida‑based locales open for consideration.
Responsibilities
Manages an extensive portfolio of HENPF 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
Collapses collaboration 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
Required Qualifications
10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
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)
Desired Skills
Undergraduate degree in related field or equivalent work experience. MBA desirable
Existing knowledge of the market preferred
Active member/participation in local community organizations
Highly desirable to have active networking contacts and Centers of Influence established in market
Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Banking
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Sr. Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit (West Palm Beach, Orlando, Tampa)
role at
Bank of America
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 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 Summary The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not‑for‑Profit Team, which covers our clients and prospects throughout the State of Florida. The Healthcare, Education and Not‑For‑Profit Group (“HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not‑for‑Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not‑For‑Profit organizations; with annual revenues starting at $50 million and no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). Position can be located in West Palm Beach, Orlando, or Tampa with other Florida‑based locales open for consideration.
Responsibilities
Manages an extensive portfolio of HENPF 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
Collapses collaboration 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
Required Qualifications
10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
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)
Desired Skills
Undergraduate degree in related field or equivalent work experience. MBA desirable
Existing knowledge of the market preferred
Active member/participation in local community organizations
Highly desirable to have active networking contacts and Centers of Influence established in market
Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industries Banking
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