Careers

Job Description

Description

Great opportunity to join the Bank of America Commercial team in Tampa, Florida. The Bank of America Middle Market Segment is seeking a Senior Client Manager. The Middle Market segment of the Commercial Bank serves public and private companies, with annual revenues of $25 million to $2 billion.



The Client Manager (CM) is responsible for managing a portfolio of middle market 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 client, the CM is accountable for prospecting new business and enhancing existing relationships. The CM will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The CM 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 CM 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 CM 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 client and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.
 

This role requires 10-20 years experience in Commercial Lending.

Licenses - Series 7 & 63 preferred.

Job Requirements

15+ Years

Application Information

• Apply through Bank of America