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SR Relationship Manager, Middle Market – San Francisco, CA

Bank of America | San Francisco CA 94104 USA | Full Time | Posted: 10/11/2019

Job Descriptiontop

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.


1st shift (United States of America)

Hours Per Week:


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Location San Francisco, CA, 94104, United States
Categories Marketing/PR

Location Maptop

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Job Code 19034813

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