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Sr. Relationship Manager - Technology Group - Dallas or Frisco

Dallas, Texas;

Job Description:

​​

Bank of America is looking for a Sr. Relationship Manager to join our Global Commercial Banking – Technology Group within our Middle Market Banking team.  The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The RM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The SRM will then assess the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy. The RM 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 in all Bank of America products and services for proper identification of cross-selling opportunities. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a middle market relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.

Required Skills

Experience with Technology companies or a strong passion and curiosity for the sector.

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

Outstanding oral and written communication skills.

Demonstrated leadership ability.

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

Preferred

10+ years of experience in Commercial Lending or Investment Banking.

Demonstrated ability to successfully manage an extensive portfolio of clients.

Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.

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 program.

Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.


 

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

​​

Bank of America is looking for a Sr. Relationship Manager to join our Global Commercial Banking – Technology Group within our Middle Market Banking team.  The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The RM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The SRM will then assess the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy. The RM 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 in all Bank of America products and services for proper identification of cross-selling opportunities. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a middle market relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.

Required Skills

Experience with Technology companies or a strong passion and curiosity for the sector.

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

Outstanding oral and written communication skills.

Demonstrated leadership ability.

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

Preferred

10+ years of experience in Commercial Lending or Investment Banking.

Demonstrated ability to successfully manage an extensive portfolio of clients.

Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.

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 program.

Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.


 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22049847

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Gina White

Referral Bonus:

0

Street Address

Primary Location:
901 MAIN ST, TX, Dallas, 75202
Additional Locations: