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Sr. Relationship Manager, Global Commercial Banking - Transformative Healthcare (Dallas)
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Full-time
bachelor degree, postgraduate degree
Posted 13d ago
~40 hrs/week
Responsibilities
The role involves managing a portfolio of for-profit healthcare clients with revenues between $50 million and $2 billion. The manager acts as a trusted advisor, providing financial solutions and collaborating with internal product specialists to deepen client relationships.
Requirements
Candidates must have over 10 years of experience in Commercial or Investment Banking with strong corporate finance and financial modeling skills. Required certifications include the SIE, Series 7, and Series 63 licenses, which must be obtained within 180 days of starting.
Full 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America’s Transformative Healthcare segment is seeking a Senior Relationship Manager to join our team. The Transformative Healthcare Group focuses on the middle‑market healthcare industry, providing traditional banking, capital raising, and advisory services to public and private healthcare companies with annual revenues generally ranging from $50 million to $2 billion. This group is a specialized team within the Global Commercial Bank. The Transformative Healthcare Group maintains a leadership position within the industry, manages numerous syndicated and capital markets‑agented transactions, and works closely with Global Investment Banking. The team brings deep industry expertise and a comprehensive suite of solutions to support the complex financial needs of healthcare services and life sciences companies.
Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify relationship deepening opportunities and increase overall client satisfaction.
Responsibilities:
Manages a portfolio of For Profit Healthcare clients and prospects with annual revenues of $50 million to $2 billion and helps companies operate, 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 domestic and international teammates throughout the bank, 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 complex Healthcare clients and prospects regarding topics such as the healthcare industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing team leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Skills:
Client Management
Client Solutions Advisory
Prospecting
Relationship Building
Risk Management
Financial Analysis
Leadership Development
Project Management
Referral Identification
Sales Performance Management
Business Development
Client Experience Branding
Continuous Improvement
Data and Trend Analysis
Pipeline Management
Intellectual Curiosity
Required Skills:
10+ years’ experience in Commercial Banking or Investment Banking.
Demonstrates ability to successfully manage an extensive portfolio of clients with revenues greater than $50 million.
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 from client meetings.
Strong corporate finance, capital markets and accounting acumen.
Financial modeling experience and the completion of a 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)
Desired Skills:
Undergraduate degree in related field or equivalent work experience. MBA desirable.
Existing knowledge of the market preferred.
Active member/participation in local community organizations.
Highly desirable to have active networking contacts and Centers of Influence established in market.
Desire to work on Specialized Industries with an interest in Healthcare.
Building connections and turning possibilities into achievements. What would you like the power to do?®
Industry
Banking
Company size
10,001+ employees
Headquarters
Charlotte, NC
LinkedIn followers
3,416,446
Total funding
$3.6B
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Management & Leadership jobs in Tennessee pay?
Based on 2334 listings with disclosed salaries, most management & leadership jobs in Tennessee pay between $60k–$169k per year. Individual offers vary with seniority, company size, and specialization.
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