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Sr. Relationship Manager - Healthcare, Education, Not for Profit Group (Greater Bay Area/San Francisco)

San Francisco, California

Job Description:

 of America's Healthcare, Education and Not-for-Profit Banking group is seeking a Relationship Manager (RM) to join our team in San Francisco. The Healthcare, Education and Not for Profit Group (HENFP) is part of the Global Commercial Bank which serves public and private organizations, generally with annual revenues of $50 million to $2 billion. HENFP is a specialty group that supports the financial needs of a variety of 501(c) - not for profit organizations including healthcare, private universities, colleges, secondary schools, cultural, professional and social service organizations. 

·        

 

The Relationship Manager (RM) is responsible for prospecting new targeted relationships while managing, and growing, a portfolio of existing HENFP clients. The RM serves as a trusted advisor who through an examination of needs and opportunities of the institution, working collaboratively with the client and bank product partners, sells financial services to meet needs, solve problems, and unlock new opportunity. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and deepening existing relationships. The RM candidate is expected to have the ability to engage in dialogue with CEO, CFO, and Treasurer (among other leaders) regarding the prospect and client industry dynamics, capital structures, treasury solutions, and deliver the full breadth of Bank of America’s solutions. The RM candidate is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. The RM must be well versed (or have the ability to quickly become well versed) in all Bank of America products and services for proper identification of multiple solution options. A proven track record of prospecting new business and enhancing existing relationships is desired. Proven sales skill and leadership experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a healthcare and higher education organization and industry trends. Must have the ability to understand and interpret financial statements, especially cash flow statements. *Position may be filled as a Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications.

 

Required: 

  • Security Industry Essentials (SIE), Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date)

  • Undergraduate degree required: MBA or equivalent advanced degree is desirable.

  • Bank credit training is required.

  • At least 5-10+ years of broad based commercial lending/corporate finance/relationship management experience.

  • Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million

  • Proven track record of prospecting new business and enhancing existing relationships.

  • Professional proven sales skills and experience, leadership and collaboration with team members, including planning, execution and follow up of client meetings.

  • Outstanding oral and written communication skills.

  • Demonstrated leadership ability.

  • Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems and uncover new opportunities.

Desired:

  • 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.

  • Experience in these industries highly desirable, but not required.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

5000

Job Description:

 of America's Healthcare, Education and Not-for-Profit Banking group is seeking a Relationship Manager (RM) to join our team in San Francisco. The Healthcare, Education and Not for Profit Group (HENFP) is part of the Global Commercial Bank which serves public and private organizations, generally with annual revenues of $50 million to $2 billion. HENFP is a specialty group that supports the financial needs of a variety of 501(c) - not for profit organizations including healthcare, private universities, colleges, secondary schools, cultural, professional and social service organizations. 

·        

 

The Relationship Manager (RM) is responsible for prospecting new targeted relationships while managing, and growing, a portfolio of existing HENFP clients. The RM serves as a trusted advisor who through an examination of needs and opportunities of the institution, working collaboratively with the client and bank product partners, sells financial services to meet needs, solve problems, and unlock new opportunity. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and deepening existing relationships. The RM candidate is expected to have the ability to engage in dialogue with CEO, CFO, and Treasurer (among other leaders) regarding the prospect and client industry dynamics, capital structures, treasury solutions, and deliver the full breadth of Bank of America’s solutions. The RM candidate is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. The RM must be well versed (or have the ability to quickly become well versed) in all Bank of America products and services for proper identification of multiple solution options. A proven track record of prospecting new business and enhancing existing relationships is desired. Proven sales skill and leadership experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a healthcare and higher education organization and industry trends. Must have the ability to understand and interpret financial statements, especially cash flow statements. *Position may be filled as a Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications.

 

Required: 

  • Security Industry Essentials (SIE), Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date)

  • Undergraduate degree required: MBA or equivalent advanced degree is desirable.

  • Bank credit training is required.

  • At least 5-10+ years of broad based commercial lending/corporate finance/relationship management experience.

  • Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million

  • Proven track record of prospecting new business and enhancing existing relationships.

  • Professional proven sales skills and experience, leadership and collaboration with team members, including planning, execution and follow up of client meetings.

  • Outstanding oral and written communication skills.

  • Demonstrated leadership ability.

  • Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems and uncover new opportunities.

Desired:

  • 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.

  • Experience in these industries highly desirable, but not required.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21043868

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Vicki Valhouli

Referral Bonus:

5000

Street Address

Primary Location:
555 California St, CA, San Francisco, 94104