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Senior Relationship Manager

2 months ago

Vancouver, British Columbia, Canada Bank of America Full time

Job Summary:

This role is responsible for providing expert financial guidance and solutions to complex business clients and prospects. As a key member of the Bank of America team, you will serve as the primary point of contact and trusted advisor, acquiring, deepening, and maintaining profitable relationships with clients.

Key Responsibilities:

  • Manage an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million, helping them save, borrow, and invest for their current and future needs.
  • Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and enhancing existing relationships.
  • Understand and interpret financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
  • Collaborate with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management, to design and deliver financial solutions to clients and prospects.
  • Lead and facilitate dialogue with complex clients and prospects regarding topics such as industry trends, alternative capital structures, and general business issues.
  • Coach and mentor peers, utilizing leadership skills to drive business growth.
  • Adapt to changes in sales practices and broader market and industry conditions as needed.

Required Qualifications:

  • 5+ years of experience in commercial lending, business development, commercial credit, and portfolio management in business banking or middle market sector.
  • Management of an extensive portfolio of clients with annual revenues of $5-$50 million.
  • Proven track record of sales, prospecting new business, and enhancing existing relationships.
  • Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends.

Desired Qualifications:

  • Bachelor's degree in Business, Finance, or Economics preferred or equivalent relevant work experience.

Skills:

  • Business Development
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Account Management
  • Financial Analysis
  • Leadership Development
  • Loan Structuring
  • Referral Identification
  • Credit Documentation Requirements
  • Pipeline Management
  • Referral Management
  • Regulatory Compliance
  • Risk Management

Work Schedule:

1st shift (United States of America)

Hours Per Week:

40