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Relationship Manager

Hartford, Connecticut;

Job Description:

The Relationship Manager (RM) is responsible for managing a portfolio of commercial relationships who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the RM is accountable for relationship selectivity, acquisition and deepening existing relationships through cross-selling, driving relationship profitability and satisfaction. RMs develop credibility and demonstrate the ability to dialogue with a variety of client contacts including business owners, Treasurers, CFOs and CEOs regarding topics such as the client industry, alternative capital structures, and general business issues. RMs understand their clients business fully, serve as an advocate for the relationship within the bank and act as a trusted advisor for their relationships. RMs develop the overall relationship strategy through a thorough analysis of risks, opportunities and impacts to the bank, and is responsible for leading and coordinating client team members in the execution of the Client Management Process. The RM leads the relationship team and partners with credit, treasury and other BofAML product partners to ensure quality assessment of the relationship and prospect needs and integrated design and execution of financial solutions. The RM is expected to consistently network in the community and with centers of influence.

  • Qualifications
    • 5+ years of commercial banking and lending sales experience in the Business Banking or Middle Market sector
    • Demonstrated management of an extensive portfolio of clients with annual revenues of $5 - $50 million
    • Proven track record of prospecting new businesses and enhancing existing relationships; as well as a documented track record of exceeding sales goals
    • Demonstrated ability to assess and analyze financial conditions of clients and the industry trends
    • Demonstrated ability to understand and interpret financial statements and cash flow analysis
    • Impeccable verbal and written communication skills
    • Proven leadership skills; including the ability to build relationships with internal partners to solve client issues
    • Proven familiarity with sales force automation, (ACT et al.)
    • Bachelor’s degree required; preferred candidates will have a degree in Business (Finance et al.) and/or an advanced degree
    • Documented completion of formal credit training

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20031237

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus: