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Middle Market Sr. Relationship Manager/RM (Oil & Gas) – Houston, TX

Houston, Texas

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Bank of America's Global Commercial Banking division is seeking a Sr. Relationship Manager (SRM) for our Oil & Gas Group in Houston, TX. The Oil & Gas Group is part of the Global Commercial Bank which serves public and private companies with a market capitalization of less than $5 billion. The Oil & Gas Group works exclusively with companies in the Exploration & Production sector and the Midstream sector of the Energy industry.

The SRM is responsible for managing clients 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 SRM will have the ability to engage in dialogue with CEOs and CFO’s regarding the Energy industry and alternative capital structures. The SRM will then assess the risks and impacts from both the client's and the bank's 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 effective delivery of their products and services to clients and prospects. The candidate must be able to assess and analyze the financial condition and industry trends of a middle market client.

Required Skills

  • Undergraduate degree required: Majors in business, finance or economics preferred.
  • Must have a minimum of 5 years of experience in Commercial Banking, Commercial Lending or Investment Banking.
  • Possess strong Energy industry/sector knowledge.
  • Exhibits extensive industry contacts in the Exploration & Production sector and the Midstream sector.
  • Demonstrates ability to successfully manage a 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.
  • Securities Industry Essentials (SIE), Series 7 &  63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired Skills

  • Masters degree desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations and activities.


  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Relationship Building
  • Risk Management
  • Financial Analysis
  • Leadership Development
  • Project Management
  • Referral Identification
  • Sales Performance Management
  • Business Development
  • Client Experience Branding
  • Continuous Improvement
  • Data and Trend Analysis
  • Pipeline Management


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 10% of the time

Street Address

Primary Location:
800 Capitol St, TX, Houston, 77002