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Sr. Relationship Manager - Technology Group - Denver

Denver, Colorado

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 10-20 years of experience in Commercial Lending.

Bank of America is looking for a Sr. 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 Sr. 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 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 client's industry and various 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 client and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.

Required Skills

  • Must have 10+ 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:

H4

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 10-20 years of experience in Commercial Lending.

Bank of America is looking for a Sr. 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 Sr. 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 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 client's industry and various 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 client and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.

Required Skills

  • Must have 10+ 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-22051216

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Gina White

Referral Bonus:

0

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