Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte)
Company: Bank of America
Location: Charlotte
Posted on: April 1, 2026
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Job Description:
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 is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Summary Great opportunity to join Bank of America’s Dealer
Financial Services National Accounts Team which is part of the
Global Commercial Bank targeting public and private companies with
annual revenues greater than $2 billion. Dealer Financial Services
(DFS) is one of the nation’s largest bank-owned dealer finance
groups, offering a wide spectrum of financial services in the
automotive and specialty industries. As one of the largest
non-captive floor plan lenders in the U.S. for franchised
automotive and recreational vehicle (RV) relationships with $20
billion in commercial commitments, Bank of America supports top
market providers, from large privately owned dealer groups to
publicly-traded retail automotive companies. Our specialized group
provides the full range of commercial banking services to new
automotive, and recreational vehicle dealers across the United
States. The Sr. Relationship Manager will be part of our National
Dealer Account team and will be calling on the largest dealership
groups across the country. The Senior Relationship manager is
responsible for maintaining and building existing client
relationships as well as acquiring new client relationships. Key
responsibilities include serving as the primary point of contact or
trusted advisor, collaborating with teammates, and facilitating
client relationships with teammates. This is a great opportunity to
grow a significant existing dealer portfolio with the strength of
the Bank of America brand and product offerings to support you.
Product offerings will include floor plan lines of credit, term
loan financing (real estate/acquisition financing etc.), syndicated
credit facilities, Capital Markets, M&A Advisory, Treasury/FX
products, Merchant Services, 401k & Employee Benefits services. The
ideal candidate will successfully demonstrate his/her extensive
product knowledge and ability to effectively prospect, market,
prioritize and solicit appropriate dealer commercial clients,
determine the optimum needs for these clients and lead a team of
product professionals in closing assigned revenue objectives for
DFS. 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 • Intellectual
Curiosity Required Skills: At least 10 years of broad based sales
experience within Commercial Dealership Sales (Floor Plan, Real
Estate or Treasury Loans, etc.) with a special focus on leading
broadly syndicated credit facilities and Capital Markets
transactions. Securities Industry Essentials (SIE), Series 7 & 63
(Must obtain within 180 days of start date) Requires extensive
experience in financial analysis, modeling and a thorough
understanding of dealership financial statements Ability to
accurately review and opine on the strength/weaknesses of the
client's Income Statement and Balance Sheet reporting with emphasis
on cash flow and liquidity Astutely can assess the current and
historical financial condition of a company by analyzing ratios,
the asset conversion cycle, and cash flow and can identify all of
the critical elements for loan structuring 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 Outstanding oral and written communication skills
Demonstrated leadership of a geographically distributed team and
ability to effectively integrate with Investment Banking and
Capital Markets partners Leverages relevant technology, tools and
resources to maximize the financial management of the business
Knows where to find industry information and uses the data to
effectively pre-call plan Leverages an in-depth knowledge of the
customer's/client's business to uncover needs in order to deliver
the appropriate bank solution Desire to sell not only core Treasury
and Credit services, but also to drive responsible growth through
the successful implementation of a broad array of solutions
including – Financial Life Benefits, Global Wealth & Investment
Management (GWIM) solutions, and advanced Digital capabilities.
Desired Skills: · Undergraduate degree in related field or
equivalent work experience · Existing knowledge of the market
preferred · Strong negotiation skills while effectively managing
client expectations around deals (overcoming objections) ·
Identifies and openly shares cross-selling opportunities with
partners; influences internal partners/contacts to refer business ·
Capitalizes on unexpected events or circumstances and turns them
into sale opportunities. Shift: 1st shift (United States of
America) Hours Per Week: 40
Keywords: Bank of America, Rock Hill , Sr. Relationship Manager - Dealer Financial Services, National Accounts Team (Charlotte), Accounting, Auditing , Charlotte, South Carolina
