1+ months

SR Relationship Manager, Middle Market San Francisco, CA

San Francisco, CA 94103
**Job Description:**



The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $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 May be filled as a Middle Market Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications.



Required Skills



+ Proven track record of prospecting new business and enhancing existing relationships in the Los Angeles market.

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

+ Must be able to assess 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 Middle Market.

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



Desired Skills



+ Highly desirable to have active networking contacts and Centers of Influence established in the Orange County area.

+ BS/BA and MBA preferred.



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** : 05/15/2019



**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.

Industry

  • Banking / Finance
Posted: 2019-05-17 Expires: 2019-09-13

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, Middle Market San Francisco, CA

Bank of America
San Francisco, CA 94103

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