Senior Relationship Manager, Global Commercial Banking – Healthcare, Education, Not-for-Profit

Bank of America

. Manage a portfolio of Healthcare, Education, and Not-for-Profit clients and prospects with annual revenues of $50 million and above .

Posted 11/6/2026full-timeMelville • New York • United StatesSenior💰 $140,000 - $235,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in managing a diverse portfolio of Healthcare, Education, and Not-for-Profit clients, with a strong focus on corporate finance, capital markets, and relationship management. Proven ability to lead client discussions, deliver tailored financial solutions, and enhance client satisfaction through effective sales strategies.

Highest-signal resume keywords

10+ Years Experience In Commercial LendingCorporate Finance ExpertiseFinancial Modeling ExperienceSIE, Series 7, And Series 63 LicensesOutstanding Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial LendingCorporate FinanceFinancial AnalysisFinancial ModelingCapital MarketsCredit TrainingSales StrategyClient Relationship ManagementNegotiation SkillsPortfolio Management

Soft Skills

Leadership AbilityCoaching And MentoringOrganizational SkillsProblem-SolvingAdaptability

Certifications & Qualifications

SIE LicenseSeries 7 LicenseSeries 63 License

Industry Keywords

HealthcareEducationNot-For-ProfitInvestment BankingForeign ExchangeWealth ManagementTreasury ManagementMerchant ServicesClient SatisfactionCross-Selling Opportunities

About the role

Key responsibilities & impact

Manage a portfolio of Healthcare, Education, and Not-for-Profit clients and prospects with annual revenues of $50 million and above
Acquire, deepen, and maintain profitable client relationships through sales and prospecting
Advise complex Global Commercial Banking clients and prospects on financial solutions
Analyze financial and cash flow statements, company financial conditions, and industry trends
Collaborate with domestic and international teammates across Investment Banking, Foreign Exchange, Wealth Management, Credit, Treasury Management, and Merchant Services
Design and deliver capital, credit, treasury, payments, and corporate banking solutions
Lead client and prospect discussions on industry topics, capital structures, and business issues
Serve as a primary point of contact and trusted advisor
Identify cross-selling opportunities and improve client satisfaction
Coach and mentor peers
Adapt to changing sales practices and market conditions

Requirements

What you’ll need

10+ years’ experience in broad based commercial lending, corporate finance, or relationship management
Management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million
Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions
Professional sales skills and experience, including planning, execution, and follow-up of client meetings
Strong corporate finance, capital markets, and accounting acumen
Financial modeling experience
Formal credit training preferred
Outstanding oral and written communication skills
Demonstrated leadership ability
Ability to organize, facilitate, lead, and negotiate with bank associates to solve client problems
Must obtain SIE, Series 7, and Series 63 licenses within 180 days of start date
Undergraduate degree in a related field or equivalent work experience desired
MBA desirable
Existing market knowledge preferred
Active community organization participation desired
Active networking contacts and established Centers of Influence highly desirable
Interest in Healthcare, Education & NFP institutions

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
Opportunities to learn and grow
Physical, emotional, and financial wellness support
Recognition and rewards for performance
In-office flexibility based on role-specific considerations