Bank of America
Business Banking Sr. Relationship Manager - Charlotte, NC - Carolina West Market
Charlotte · Manager · Full-time · Posted Aug 31, 2026
- Experience
- Minimum of five years.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent. Desired: Bachelor's degree in business, finance, economics or related field or equivalent relevant work experience.
About the job
Provides financial advice and solutions to complex Business Banking clients, manages relationships and a portfolio, and helps companies meet financing and investment needs.
What you'll do
- Manage a portfolio of complex clients and prospects with annual revenues of $20–50 million; support their saving, borrowing, and investment needs.
- Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and cross-functional collaboration.
- Analyze financial statements and cash flow, lead client discussions, and coach peers.
What they ask for
- At least five years of experience in commercial lending, business development, commercial credit, and portfolio management in business banking or the middle market sector.
- Experience managing an extensive portfolio of clients with annual revenues of $20–$50 million.
- Proven track record in sales, new-business prospecting, and enhancing existing relationships.
- Ability to interpret financial statements and cash flow analysis to assess companies’ financial conditions and industry trends.
Nice to have
- Bachelor's degree in business, finance, economics, or a related field, or equivalent relevant work experience.
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