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Relationship Manager - Technology Group - Newport Beach, CA

Newport Beach

Job Description:

The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Relationship Manager (RM) 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 RM 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 RM 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. This role requires 5-10 yearsÒ experience in Commercial Lending.

Bank of America is looking for a Relationship to join our Global Commercial Banking – Technology Group.  The Technology Group covers private and public companies with annual revenues of $50 million to $2 Billion. The Relationship Manager is responsible for managing a portfolio of clients and prospects who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the client, the RM 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 client's industry and various capital structures. The RM 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 client and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.

Required Skills

  • Must have 5+ years' experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of clients.
  • 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 is required.
  • 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.

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

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

Preferred:

  • Experience covering Technology clients is  (or at least a strong passion and curiosity for the Technology sector).

​ 

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Relationship Manager (RM) 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 RM 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 RM 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. This role requires 5-10 yearsÒ experience in Commercial Lending.

Bank of America is looking for a Relationship to join our Global Commercial Banking – Technology Group.  The Technology Group covers private and public companies with annual revenues of $50 million to $2 Billion. The Relationship Manager is responsible for managing a portfolio of clients and prospects who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the client, the RM 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 client's industry and various capital structures. The RM 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 client and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.

Required Skills

  • Must have 5+ years' experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of clients.
  • 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 is required.
  • 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.

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

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

Preferred:

  • Experience covering Technology clients is  (or at least a strong passion and curiosity for the Technology sector).

​ 

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22051212

Band: H5

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Gina White

Referral Bonus:

0

Street Address

Primary Location:
520 NEWPORT CENTER DR, CA, Newport Beach, 92660