- Manages an extensive portfolio of complex technology 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 neededSkills:
- Client ManagementRequired SkillsExperience with Technology companies or a strong passion and curiosity for the sector.
Undergraduate degree or equivalent work experience required: Majors in business, finance or economics preferred. MBA desirable.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date).
10+ years of experience in Commercial Lending or Investment Banking.
Demonstrated ability to successfully manage an extensive portfolio of clients.
Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
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 program.
Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.- 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 ManagementShift:1st shift (United States of America)Hours Per Week: 40
- Client ManagementRequired SkillsExperience with Technology companies or a strong passion and curiosity for the sector.
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Sr. Relationship Manager - Newport Beach, United States - Bank of America
Description
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
Great opportunity to join our Global Commercial Banking (GCB) Healthcare, Technology & Sponsors (HTS) Team focusing on the Technology industry.
GCB provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Advisory Services, Wealth Management and Financial Life Benefits.
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 cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
