Job Information
Bank of America Sr. Relationship Manager - Healthcare, Education, Not for Profit Group (Los Angeles, San Diego, Newport Beach, Scottsdale, Seattle) in Seattle, Washington
Sr. Relationship Manager - Healthcare, Education, Not for Profit Group (Los Angeles, San Diego, Newport Beach, Scottsdale, Seattle)
Los Angeles, California;Seattle, Washington; San Diego, California
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 Summary:
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects in the West region. The Healthcare, Education and Not for Profit Group (“HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not For Profits (charitable, cultural, social and professional institutions); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). * This position may be located inSan Diego, Newport Beach, Los Angeles, Scottsdale, Arizona or Seattle. The Seattle based RM will cover clients and prospects in Washington, Oregon, Idaho, Montana and Alaska.
Job Description:
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction.
Responsibilities:
Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Skills:
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
Intellectual Curiosity
Required Qualifications:
10+ years’ experience inbroad based commercial lending/corporate finance/relationship management experience
Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million.
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 preferred.
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:
Undergraduate degree in related field or equivalent work experience. MBA desirable.
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 a specialty team with an interest in Healthcare, Education & NFP institutions.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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