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Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit Group (West Palm Beach, Orlando, Jacksonville, Tampa)

Bank of America

Bank of America

Customer Service
Multiple locations
Posted on Saturday, March 25, 2023

Job Description:

Bank of America's Healthcare, Education and Not-for-Profit Banking group is seeking a Senior Relationship Manager to join our team in Florida (Jacksonville, Orlando, and other cities considered). The Healthcare, Education and Not for Profit Group (“HENFP") is part of the Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing specialized products and solutions to Not-for-Profit Healthcare (hospital systems), Private Higher Education, and Not For Profits (charitable, cultural and professional institutions); with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $5 billion in annual revenue).

The Relationship Manager (RM) is responsible for managing a portfolio of HENFP 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 relationship, the candidate is accountable for prospecting new business and enhancing existing relationships. The candidate will have the ability to engage in dialogue with CEO and CFO levels regarding the clients industry and alternative capital structures. The RM 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 candidate 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 RM must be well versed or have the ability to quickly become well versed in all Bank of America products and services for proper identification of multiple solution options. 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 healthcare relationship and industry trends. Ability to understand and interpret financial statements, especially cash flow statements.


Security Industry Essentials (SIE), Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date)

Undergraduate degree required: MBA or equivalent advanced degree is desirable.

Bank credit training is required.

At least 5-10+ years of broad based commercial lending/corporate finance/relationship management experience.

Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million.

Proven track record of prospecting new business and enhancing existing relationships.

Professional proven sales skills and experience, including planning, execution and follow up of client meetings.

Outstanding oral and written communication skills.

Demonstrated leadership ability.

Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems and uncover new opportunities.


Existing knowledge of the Florida Healthcare market preferred. Knowledge of Healthcare provider market preferred.

Active member/participation in local community organizations.

Highly desirable to have active networking contacts and Centers of Influence established in market.

Desire to work in a specialty team with an interest in Healthcare, Education & NFP Institutions.

Experience in these industries highly desirable.

Job Band:



1st shift (United States of America)

Hours Per Week:


Weekly Schedule:

Referral Bonus Amount: