Description

The Middle Market Banking group serves middle market companies and institutions with annual revenues from $50 million to over $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. 

Qualifications

- 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.

- This role requires over 10 years experience in Commercial Lending to the upper end of the Middle Market (companies with annual revenues exceeding $500 million)

- Experience in dealing with publicly-held companies is a must

- Strong knowledge of Capital Markets and Advisory Services is a plus, including Syndicated Loans, the M&A process, and Equity Capital markets.