Bank of America Sr. Relationship Manager, Middle Market- Greater Bay Area, CA (San Francisco) in San Francisco, California

Job Description:

This position supports the Middle Market division in the San Francisco market.

The Middle Market Banking group serves middle market companies and institutions with annual revenues between $50 million and $2 billion. The Sr. Relationship Manager (Sr. RM) is responsible for managing a portfolio of middle market 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 Sr. RM is accountable for prospecting new business and enhancing existing relationships. The Sr. RM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The Sr. 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 Sr. 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 Sr. RM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. Position can be filled as a Sr. RM or RM, depending on experience and qualifications.

Required Skills

  • Proven track record of prospecting new business and enhancing existing relationships in the San Francisco market.

  • Proven sales skills and experience, including planning, executive and follow up of client meetings.

  • Must be able to asses and analyze financial conditions of a middle market client and industry trends.

  • Ability to understand and interpret financial statements, especially cash flow statements.

  • This role requires 10+ years experience in Commercial Lending.

Desired Skills

  • Highly desirable to have active networking contacts and Centers of Influence established in the San Francisco area.

  • BS/BA and MBA preferred.This position supports the Middle Market division in the San Francisco market.

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

Posting Date : 05/31/2017

Location : US-CA-San Francisco

Travel : Yes, 10% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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