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Sr. Relationship Manager - Global Commercial Banking – Middle Market Banking (Iselin, New Jersey) at Merrill Lynch, Pierce, Fenner & Smith Inc · Katori

Asks for

The ad says“Financial modeling experience and the completion of a formal credit training is required.”
The ad says“Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)”
The ad says“Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)”
The ad says“Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)”
The ad says“Strong corporate finance, capital markets and accounting acumen.”
The ad says“Business Development”
The ad says“Strong corporate finance, capital markets and accounting acumen.”
The ad says“Client Experience Branding”
The ad says“Client Management”
The ad says“Client Solutions Advisory”
The ad says“10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.”
The ad says“Continuous Improvement”
The ad says“10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.”
The ad says“Data and Trend Analysis”
The ad says“Financial Analysis”
The ad says“Financial modeling experience and the completion of a formal credit training is required.”
The ad says“Leadership Development”
The ad says“Pipeline Management”
The ad says“Project Management”
The ad says“Prospecting”
The ad says“Referral Identification”
The ad says“Relationship Building”
The ad says“10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.”
The ad says“Risk Management”
The ad says“Sales Performance Management”

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Summary:

Great opportunity to join Bank of America’s Commercial Bank. Our Middle Market Commercial Banking team is seeking a Senior Relationship Manager to join our Iselin, NJ office. This is a unique opportunity to work with the owners, CEOs, CFOs, and leadership teams of dynamic public and private companies generating $50 million to $250 million in annual revenue. As a trusted advisor, you will help clients navigate key growth opportunities, deliver sophisticated financing and treasury solutions, and build deep, long-term relationships. You'll partner with a market-leading platform, a strong local team, and the full resources of Bank of America to drive meaningful outcomes for clients while growing your own portfolio.

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 cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

Demonstrates ability to successfully manage an extensive portfolio of middle market clients with revenues of $50 million to $250 million
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 clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing 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

Required Skills:

10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience.
Existing knowledge of the market required.
Demonstrates ability to successfully manage an extensive portfolio of clients.
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 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.
Active member/participation in local community organizations.
Highly desirable to have active networking contacts and Centers of Influence established in local markets.

Shift:

1st shift (United States of America)

Hours Per Week:

Pay Transparency details

US - NJ - Iselin - 194 WOOD AVE S (NJ7550)

Pay and benefits information

Pay range

$140,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.