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Sr. Relationship Manager, Orange County – Business Banking

Bank of America


Location:
Newport Beach, CA
Date:
05/23/2017
Job Code:
bankofamerica-17000269NewportBeachCA
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Job Details

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Company Bank of America

Job Title Sr. Relationship Manager, Orange County – Business Banking

Jobid bankofamerica-17000269NewportBeachCA

Location: Newport Beach, CA, 92662, USA

Description **Job Description:**



The Relationship Manager (RM) is responsible for managing a portfolio of commercial relationships who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the RM is accountable for relationship selectivity, acquisition and deepening existing relationships through cross-selling, driving relationship profitability and satisfaction. RMs develop credibility and demonstrate the ability to dialogue with a variety of client contacts including business owners, Treasurers, CFOs and CEOs regarding topics such as the client industry, alternative capital structures, and general business issues. RMs understand their clients business fully, serve as an advocate for the relationship within the bank and act as a trusted advisor for their relationships. RMs develop the overall relationship strategy through a thorough analysis of risks, opportunities and impacts to the bank, and is responsible for leading and coordinating client team members in the execution of the Client Management Process. The RM leads the relationship team and partners with credit, treasury and other BofAML product partners to ensure quality assessment of the relationship and prospect needs and integrated design and execution of financial solutions. The RM is expected to consistently network in the community and with centers of influence. Additionally, has demonstrated experience in complex client relationships and transactions, excels at relationship management success factors, and demonstrates leadership skills and coaches and mentors new associates.



Required Skills



+ 5–10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the commercial banking or middle market sector.

+ Management of an extensive portfolio of clients with annual revenues of $10-$100 million.

+ Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to asses and analyze financial conditions of clients and the industry trends.

+ Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus.

+ Undergraduate degree in business, finance or economics preferred. Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues.

+ Ability to understand and interpret financial statements and cash flow analysis required.

+ Completion of formal credit training required.



**Posting Date** : 01/03/2017



**Location** : US-CA-Newport Beach



**Travel** : Yes, 10% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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