Relationship Manager - Middle Market - Technology Group

Company: Disability Solutions
Location: San Francisco
Posted on: September 28, 2024

Job 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!Bank of America is looking for a Relationship to join our Global Commercial Banking - Technology Group. The Technology Group covers private and public companies with annual revenues of $50 million to $2 Billion. The Relationship Manager is responsible for managing a portfolio of clients and prospects 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 RM is accountable for prospecting new business and enhancing existing relationships. The RM will have the ability to engage in dialogue with CEO and CFO levels regarding the client's industry and various capital structures. The 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 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 RM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a client and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.Required Skills

• Must have 5+ years' experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients.
• 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 is required.
• 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) Preferred:Experience covering Technology clients is (or at least a strong passion and curiosity for the Technology sector).Education Requirements:Undergraduate degree or equivalent work experience requiredShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$120,000.00 - $190,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Keywords: Disability Solutions, San Francisco , Relationship Manager - Middle Market - Technology Group, Accounting, Auditing , San Francisco, California