Middle Market Sr. Relationship Manager/Relationship Manager (Cincinnati or Dayton, OH) - Military Veterans

at Bank of America

Cincinnati, Ohio

Job Description:

Great opportunity to join our Commercial Banking Team! The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion.

The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The SRM 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 SRM 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 SRM 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 middle market relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements. This role requires 5-10 years' experience in Commercial Lending.

Position may be filled as a Sr. RM or RM, depending on experience and qualifications.

Office location is flexible to Cincinnati or Dayton, OH.

Qualifications:

Required:

  • Must have 5 to 10 years' experience in Commercial Lending.
  • Demonstrates management of an extensive portfolio of middle market clients with revenues between $50 million and $2 billion.
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Ability to understand and interpret the principles of accounting and finance.
  • 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 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:

  • Undergraduate degree required: Majors in business, finance or economic preferred. MBA desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations


Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Great opportunity to join our Commercial Banking Team! The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion.

The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The SRM 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 SRM 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 SRM 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 middle market relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements. This role requires 5-10 years' experience in Commercial Lending.

Position may be filled as a Sr. RM or RM, depending on experience and qualifications.

Office location is flexible to Cincinnati or Dayton, OH.

Qualifications:

Required:

  • Must have 5 to 10 years' experience in Commercial Lending.
  • Demonstrates management of an extensive portfolio of middle market clients with revenues between $50 million and $2 billion.
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Ability to understand and interpret the principles of accounting and finance.
  • 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 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:

  • Undergraduate degree required: Majors in business, finance or economic preferred. MBA desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations


Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Great opportunity to join our Commercial Banking Team! The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million to $2 billion.

The Middle Market Banking group serves middle market companies and institutions with annual revenues up to $2 billion. The Sr. Relationship Manager (SRM) is responsible for managing a portfolio of middle market relationships who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and enhancing existing relationships. The SRM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The SRM 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 SRM 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 SRM 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 middle market relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements. This role requires 5-10 years' experience in Commercial Lending.

Position may be filled as a Sr. RM or RM, depending on experience and qualifications.

Office location is flexible to Cincinnati or Dayton, OH.

Qualifications:

Required:

  • Must have 5 to 10 years' experience in Commercial Lending.
  • Demonstrates management of an extensive portfolio of middle market clients with revenues between $50 million and $2 billion.
  • Proven track record of prospecting new business and enhancing existing relationships.
  • Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Ability to understand and interpret the principles of accounting and finance.
  • 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 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:

  • Undergraduate degree required: Majors in business, finance or economic preferred. MBA desirable.
  • Existing knowledge of the market preferred.
  • Active member/participation in local community organizations


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Cincinnati, Ohio

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.