Enter the base name or location (i.e. "North Carolina" or "Pearl Harbor")
|Army||Air Force||Coast Guard||Navy||Marines|
Title: Bus Banking Client Manager
The Client Manager (CM) is responsible for managing a portfolio of commercial clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the CM is accountable for client selectivity, client acquisition and deepening existing relationships through cross-selling, driving relationship profitability and client satisfaction. CMs develop credibility and demonstrate the ability to dialogue with a variety of client contacts including business owners, Treasurers, CFOs and CEOs regarding topics such as the client’s industry, alternative capital structures, and general business issues. CMs understand their clients’ business fully, serve as an advocate for the client within the bank and act as a trusted advisor for their clients. CMs develop the overall client strategy through a thorough analysis of risks, opportunities and impacts to the client and the bank, and is responsible for leading and coordinating client team members in the execution of the Client Management Process. The CM leads the client team and partners with credit, treasury and other BofAML product partners to ensure quality assessment of client and prospect needs and integrated design and execution of financial solutions . The CM is expected to consistently network in the community and with centers of influence.
Must have 3 years of commercial banking and lending experience in the small business or middle market sector. Demonstrated management of an extensive portfolio of clients with annual revenues of $5 - $50 million. Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess and analyze financial conditions of clients and the industry trends. Ability to understand and interpret financial statements and cash flow analysis required. Completion of formal credit training required. Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus. Undergraduate degree in business, finance or economics preferred. Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues.