Sr. Relationship Manager – Healthcare & Institutions (Houston)
Job Description:
Bank of America's Specialized Industries Banking group is seeking a Senior Relationship Manager for our Healthcare & Institutions Group. The Healthcare and Institutions group is part of the Commercial Bank which serves public and private companies, generally with annual revenues of $50 million to $2 billion. H&I also supports the financial needs of a variety of 501c3 not for profit clients including healthcare, private universities, colleges and K-12 schools, cultural, professional, faith based and social service organizations. This position can be based in Houston or Dallas.
The Relationship Manager (RM) is responsible for managing a portfolio of Healthcare & Institutions clients who need financial services and products to meet their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and enhancing existing relationships. The RM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The RM will then assess the risks and impacts from both the clients and the banks perspective for development and implementation of an overall client strategy. The RM is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. The RM must be well versed in all Bank of America products and services for proper identification of cross-selling opportunities. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a middle market relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements. Position may be filled as a Sr. Relationship Manager or a Relationship Manager, depending on experience and qualifications.
Required:
Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date.)
Must be credit trained.
At least 7
years of broad based commercial lending/corporate finance experience.
Demonstrates management of an extensive portfolio of Healthcare, Education and/or NFP institutions with revenues greater than $25 million and the ability to successfully manage portfolio.
Proven track record of prospecting new business and enhancing existing relationships.
Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
Outstanding oral and written communication skills.
Demonstrated leadership ability.
Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems.
Desired:
Existing knowledge of the local markets.
Active member/participation in local community organizations.
Highly desirable to have active networking contacts and Centers of Influence established in local markets.
Desire to work in Specialized Industries with an interest in Healthcare, Education & NFP Institutions.
Experience and knowledge of these industries highly desirable.
Posting Date: 07/10/2017
Location: US-TX-Dallas, US-TX-Houston
Travel: Yes, 10% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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