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Business Banking Relationship Manager/Senior Relationship Manager – Indian Wells, CA

Bank of America | Indian Wells CA 92210 USA | Full Time | Posted: 06/18/2024

Job Descriptiontop

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!

Job Description:
This role is responsible for providing advice and valuable financial solutions to Business Banking clients and prospects. Key responsibilities of the role include serving as the primary point of contact / trusted advisor and acquiring, deepening and maintaining profitable relationships. This role is also responsible for collaborating with teammates and leading/facilitating client relationships with product specialists. These individuals are well versed in our products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Manages an extensive portfolio of clients and prospects with annual revenues of $5-50 million and helps companies save, borrow and invest for their current and future needs
Acquires, deepens and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Collaborates with local market stakeholders and teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and facilitates client relationships with product specialists in Credit, Treasury Management and Merchant Services in order to design and deliver financial solutions to clients and prospects
Leads and facilitates dialogue with a variety of clients and prospects regarding topics such as the client/prospect industry, alternative capital structures and general business issues
Embraces change and adapts to changes in sales practices and broader market/industry conditions as needed

Required Qualifications:

  • 5+ experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required
  • Management of an extensive portfolio of clients with annual revenues of $5-$50 million
  • Proven track record of sales, prospecting new business and enhancing existing relationships
  • Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

Desired Qualifications:

  • Bachelor s degree in Business, Finance or Economics preferred or equivalent relevant work experience

Business Development
Advisory Sales
Referral Sales
Prospecting and Qualification
Risk Management
Financial Analysis
Customer Focus
Relationship Building
Client Team Management
Active Listening
Presentation Skills
Written Communication

This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.


1st shift (United States of America)

Hours Per Week:


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Location Indian Wells, CA, 92210, United States
Categories Unspecified

Location Maptop

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Job Code 24002136

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