Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

• Manage and expand a portfolio of Healthcare, Education, and Nonprofit relationships, delivering strategic advice and customized solutions across treasury management, liquidity, credit, capital markets, wealth management, and other enterprise solutions.
• Achieve trusted advisor status with executive leadership teams, providing insights on industry trends, capital planning, liquidity management, operational efficiency, and organizational growth initiatives.
• Develop and execute comprehensive relationship growth strategies that increase profitability, deepen client engagement, and increase market and wallet share.
• Identify and acquire new client relationships through proactive prospecting, industry networking, referral development, and strategic business development efforts.
• Lead cross-functional teams of product specialists and banking professionals to deliver integrated client solutions and exceptional client experiences.
• Analyze financial performance, industry dynamics, and organizational strategies to assess creditworthiness, identify risks, and uncover growth opportunities.
• Represent Bank of America in the healthcare and nonprofit communities through industry associations, conferences, and executive networking opportunities.
• Mentor and develop junior bankers while fostering collaboration, accountability, and a high-performance team culture.
• Adapt client strategies to evolving market conditions, industry trends, regulatory developments, and competitive dynamics.

• 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP 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 of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training preferred.
• 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)
• Travel up to 30%

Demonstrates extensive experience in managing a diverse portfolio of Healthcare, Education, and Nonprofit clients, with a strong focus on relationship management, financial analysis, and strategic business development. Proven ability to lead cross-functional teams and mentor junior bankers while adapting strategies to market conditions and client needs.

• 10+ Years Experience In Commercial Lending
• Healthcare, Education, And Nonprofit Portfolio Management
• Corporate Finance And Capital Markets Expertise
• Proven Sales Skills And Business Development
• Securities Industry Essentials (SIE), Series 7 & 63

• Financial Modeling
• Credit Training
• Liquidity Management
• Operational Efficiency Analysis
• Strategic Relationship Growth
• Risk Assessment
• Client Engagement Strategies
• Portfolio Analysis
• Negotiation Skills
• Market Trend Analysis

• Outstanding Oral And Written Communication
• Leadership Ability
• Team Collaboration
• Problem Solving
• Accountability

• Securities Industry Essentials (SIE)
• Series 7
• Series 63

• Healthcare
• Education
• Nonprofit
• Commercial Lending
• Corporate Finance
• Capital Markets
• Treasury Management
• Client Solutions
• Market Share Growth
• Executive Networking