Business Banking Sr. Relationship Manager/Relationship Manager (Scottsdale, AZ)

Bank Of America Corporation Scottsdale , AZ 85250

Posted 2 months ago

Job Description:

The Senior Relationship Manager (SRM) is responsible for managing a portfolio of commercial banking clients 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 SRM is accountable for prospecting new business and retaining and deepening existing relationships.

The SRM analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. The SRM will have the ability to forge relationships with the appropriate decision makers within the client company. The SRM is also responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects.

This involves coordinating client involvement by the team's specialists in credit and payments. To effectively perform this role, the SRM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. The SRM is expected to consistently network in the community and with centers of influence. in addition, requires management of all Client Management Process core training, plus advanced credit and Treasury Management courses; successful experience in complex transactions; excels at client management success factors; demonstrates leadership skills and mentors new associates.

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

Office location is Scottsdale, AZ and will cover Maricopa County.

Qualifications

  • 510+ 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-$50 million.

  • Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess 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: 09/27/2018

Location: Scottsdale, AZ, Kierland FC, 14636 N Scottsdale Rd, - United States

Travel: Yes, 10% of the time

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift



See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Corporate Banking Relationship Manager 2

Wells Fargo

Posted 2 days ago

VIEW JOBS 11/15/2018 12:00:00 AM 2019-02-13T00:00 Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses. Wells Fargo Hotel Franchise Finance (WFHFF) specializes in providing financing for multi-unit branded hotel operators that have a regional or national presence. Position is customer facing, focused on credit management, working with clients to understand credit needs and represent the bank in developing and maintaining client relationships. Includes analysis of financial performance of individual customers and underwriting process of credit products and operating exposures. In collaboration with a team, duties include the monitoring, documenting, and analysis of an assigned portfolio of loans as well as supporting new business origination. Continuously looks for opportunities for revenue generation and cross-selling products and services. Maintains a portfolio that adheres to all applicable credit policies and compliance requirements. This candidate will work with the most complex mid-to-large corporate financing transactions including those with investment banking/capital markets components. This candidate will work on a team in the structuring and underwriting of complex large corporate transactions, and will be involved in the credit approval process with WFHFF senior leadership and WFHFF's senior credit officer. Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications * 2+ years of experience in one or a combination of the following: underwriting, credit, relationship management, portfolio management, equity or venture capital investing experience; or successful completion of Wholesale Credit Management Training Program Desired Qualifications * Ability to thoroughly analyze credits on an independent basis and communicate findings in a concise manner * Excellent verbal, written, and interpersonal communication skills * High level of initiative and accountability * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Strong accounting skills and ability to analyze financial statements * Strong analytical skills with high attention to detail and accuracy Other Desired Qualifications * Exposure to corporate banking credits, cash flow analysis, and underwriting. * CMTP graduate or equivalent * Hospitality or other comparable real estate transaction experience Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WHOLESALE BANKING 0219856 WHOLESALE BANKING Wells Fargo Scottsdale AZ

Business Banking Sr. Relationship Manager/Relationship Manager (Scottsdale, AZ)

Bank Of America Corporation