Bank of America

Bank of America

Posted via Workday

Sr. Relationship Manager - Global Commercial Banking/Middle Market (Boise, Idaho)

Posted Sep 4, 2026

Role at a glance

Salary
Not yet verified Check the description for pay details; an amount or pay period has not been verified.
Location
Boise, United States
Work arrangement
On-site
Employment
Full-time
Experience
Senior Level Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
Education
Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.

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Role Summary

AI-generated

The Sr. Relationship Manager advises complex Global Commercial Banking clients and prospects, serving as a primary contact or trusted advisor and delivering financial solutions for companies with annual revenues of $50 million to $2 billion. The role develops profitable relationships and coordinates with bank partners and product specialists to address client needs.

What You'll Do

  • Manage an extensive portfolio of clients and prospects, helping companies save, borrow, and invest.
  • Acquire, deepen, and maintain client relationships through sales, prospecting, and follow-up.
  • Analyze company financial and cash flow statements and industry trends.
  • Collaborate with domestic and international bank teammates and product specialists to design and deliver financial solutions.
  • Lead discussions with clients and prospects about their industries, capital structures, and business issues.
  • Coach and mentor peers and adapt to changing sales practices and market conditions.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Requires at least 10 years’ experience in Commercial Lending or Investment Banking; financial modeling experience and completion of formal credit training; corporate finance, capital markets, and accounting acumen; demonstrated client portfolio management, prospecting, sales, communication, and leadership skills; and the ability to organize, lead, and negotiate with bank associates. Must obtain SIE, Series 7, and Series 63 licenses within 180 days of the start date.

Preferred

  • Undergraduate degree or equivalent work experience; business, finance, or economics majors preferred; MBA desirable.
  • Existing knowledge of the market.
  • Active networking contacts and Centers of Influence established in the market.
  • Active membership or participation in local community organizations.

Original job description

Content provided by the employer

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

  • Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps 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

Skills:

  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Relationship Building
  • Risk Management
  • Financial Analysis
  • Leadership Development
  • Project Management
  • Referral Identification
  • Sales Performance Management
  • Business Development
  • Client Experience Branding
  • Continuous Improvement
  • Data and Trend Analysis
  • Pipeline Management
  • Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable

Required Skills

  • Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.
  • Demonstrates ability to successfully manage an extensive portfolio of clients.
  • 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 is required.
  • 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)

Desired skills:

  • Existing knowledge of the market preferred.
  • Active networking contacts and Centers of Influence established in the market.
  • Active member/participation in local community organizations.

Minimum Education Requirements:

  • Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.

Shift:

1st shift (United States of America)

Hours Per Week: 

40
Bank of America

About the company

Bank of America

Large Enterprise

Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.