14 days old
2018-06-052018-07-05

Sr. Relationship Manager (Healthcare, Education and Not For Profit Group – San Francisco)

San Francisco, CA
  • Job Code
    bankofamerica-18033073SanFranciscoCA
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Company Bank of America

Job Title Sr. Relationship Manager (Healthcare, Education and Not For Profit Group – San Francisco)

Jobid bankofamerica-18033073SanFranciscoCA

Location: San Francisco, CA, 94103, USA

Description **Job Description:**



Sr. Relationship Manager (Healthcare, Education and Not For Profit Group – San Francisco)



Bank of America's Specialized Industries Banking group is seeking a Senior Relationship Manager for our Healthcare,Education and Not for Profit Group. The Healthcare, Education and Not for Profit Group _(_ HENFP) is part of the Commercial Bank which serves public and private companies, generally with annual revenues of $50 million to $2 billion. HENFP is a specialty group that supports the financial needs of a variety of 501(c)3 not for profit organizations including healthcare, private universities, colleges, secondary schools, cultural, professional and social service organizations. This position will be based in San Francisco, CA.



The Relationship Manager (RM) is responsible for managing a portfolio ofHENFP clients who need financial services and solutions 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 solutions and services to clients and prospects. The RM must be well versed or have the ability to quickly become well versed in all Bank of America products and services for proper identification ofmultiple solution options. Proven sales skills and experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of healthcare, education and NFP relationships and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.



**Required:**



+ Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date)

+ Undergraduate degree required: MBA desirable.

+ Must be credit trained.

+ At least 5+ years of broad based commercial lending/corporate finance/relationship management experience.

+ Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million

+ 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.

+ Outstanding oral and written communication skills.

+ Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems and uncover new opportunities.

+ Demonstrated leadership ability.



**Desired:**



+ Existing knowledge of the market preferred.

+ Active member/participation in local community organizations.

+ Highly desirable to have active networking contacts and Centers of Influence established in market.

+ Desire to work in Specialized Industries with an interest in Healthcare, Education & NFP Institutions.

+ Experience in these industries highly desirable.



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** : 05/31/2018



**Location** :

San Francisco, CA, 555 California St (CA5705),

- United States



**Travel** : Yes, 10% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Sr. Relationship Manager (Healthcare, Education and Not For Profit Group – San Francisco)

Bank of America
San Francisco, CA

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Bank of America
San Francisco, CA

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