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Middle Market Sr Relationship Manager/RM (Denver, CO)

Denver, Colorado

Job Description:

Great opportunity to join our Commercial Banking Team! The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion.

  

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 SRM 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 SRM 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 SRM 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. This role requires 5-10 years’ experience in Commercial Lending. 

Position may be filled as a Sr. RM or RM, depending on experience and qualifications.

Office location is Denver, CA.

Qualifications:

Required:

  • Must have 5 to 10 years’ experience in Commercial Lending.
  • Demonstrates management of an extensive portfolio of middle market clients with revenues between $50 million and $2 billion.  
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Ability to understand and interpret the principles of accounting and finance.
  • 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 team of bank associates to solve client problems.
  • Undergraduate degree:  Majors in business, finance or economic preferred. 
  • Securities Industry Essentials (SIE), Series 7 &  63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired:

  • MBA desirable. 
  • Existing knowledge of the market preferred.

Active member/participation in local community organizations.

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

5000

Job Description:

Great opportunity to join our Commercial Banking Team! The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion.

  

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 SRM 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 SRM 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 SRM 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. This role requires 5-10 years’ experience in Commercial Lending. 

Position may be filled as a Sr. RM or RM, depending on experience and qualifications.

Office location is Denver, CA.

Qualifications:

Required:

  • Must have 5 to 10 years’ experience in Commercial Lending.
  • Demonstrates management of an extensive portfolio of middle market clients with revenues between $50 million and $2 billion.  
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Ability to understand and interpret the principles of accounting and finance.
  • 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 team of bank associates to solve client problems.
  • Undergraduate degree:  Majors in business, finance or economic preferred. 
  • Securities Industry Essentials (SIE), Series 7 &  63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired:

  • MBA desirable. 
  • Existing knowledge of the market preferred.

Active member/participation in local community organizations.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22051091

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Grace De Hoyos

Referral Bonus:

5000

Colorado pay and benefits information

Colorado pay range:

$165,000 - $200,000 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
370 17TH ST, CO, Denver, 80202