- Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million 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 local market stakeholders and 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
- 5+ experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required
- 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
- Bachelor's degree in Business, Finance or Economics preferred or equivalent relevant work experience
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Bank of America Temecula, United StatesBusiness Banking Relationship Manager/Senior Relationship Manager - Inland Empire, CA page is loaded · Business Banking Relationship Manager/Senior Relationship Manager - Inland Empire, CA · Apply · locations · Temecula · time type · Full time · posted on · Posted 2 Days ...
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Business Banking Relationship Manager/Senior Relationship Manager - Temecula, United States - Bank of America
Description
Description
:This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/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 cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
• Business Development
• Advisory Sales
• Referral Sales
• Prospecting and Qualification
• Risk Management
• Financial Analysis
• Customer Focus
• Influencing
• Relationship Building
• Client Team Management
• Negotiation
• Active Listening
• Presentation Skills
• Written Communication
• Organization
This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.
Shift:
1st shift (United States of America)Hours Per Week:
40
Business Banking Relationship Manager/Senior Relationship Manager professionals in Temecula
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J'juan White
Client Strategy Manager