Bank of America · 2 days ago
Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit – Chicago/Cleveland/Columbus/Cincinnati/Pittsburgh/Indianapolis
Columbus, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBank of America is committed to helping make financial lives better and is looking for a Senior Relationship Manager to join their Healthcare, Education & Not-for-Profit Team. This role involves managing a portfolio of clients, providing financial solutions, and maintaining profitable relationships while collaborating with various teams within the bank.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help 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 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
Qualification
Required
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)
Preferred
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 in a specialty team with an interest in Healthcare, Education & NFP institutions
Benefits
Competitive benefits to support their physical, emotional, and financial well-being
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-07
2026-01-06
Company data provided by crunchbase