Marcus Smith

SVP, Commercial Banking Senior Relationship Manager @ Bank of America | Influencing Others, Team Motivation

Role
SVP, Commercial Banking Senior Relationship Manager at Bank of America
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Marcus Smith

As Senior Vice President and Senior Relationship Manager at Bank of America, I bring nearly three decades of experience delivering tailored financial strategies to public and private companies with revenues from $10 million to over $300 million across the Charlotte region. My approach goes beyond traditional banking—I partner with leadership teams to align financial solutions with broader business objectives, enabling sustainable growth and operational resilience.By managing a diverse portfolio and fostering deep client relationships, I focus on consultative engagement that integrates capital planning, risk management, and strategic enablement. Leveraging expertise in influencing stakeholders, motivating teams, and driving performance, I help organizations unlock opportunities through innovative banking solutions that support long-term success and competitive advantage.

Experience

  1. SVP, Commercial Banking Senior Relationship Manager

    Bank of America

    May 2021 — Present · Charlotte, NC, US

    The Senior Relationship Manager is a part of the Bank of America Global Commercial Banking team. This role allows me to be a resource and partner with public and private companies with annual revenues of $10 million to $100+Million in the Charlotte, NC region.The Senior Relationship Manager (SRM) is responsible for managing a portfolio of commercial banking clients who require tailored financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SRM is responsible for deepening and retaining existing relationships and networking in the community to assist companies with long term full banking solutions. The SRM analyzes the client\'s financial and operating strategies and recommends comprehensive financial solutions to best meet the client\'s immediate and long-term personal and business needs. The SRM is also responsible for leading, directing and coordinating extended team members in the execution and effective delivery of products and services for clients and prospects.

Education

  • University of North Carolina at Charlotte

    Bachelor’s Degree, Finance

    1990 — 1996

  • Pfeiffer University

    Master of Business Administration (M.B.A.), Business Administration

    1999 — 2001

Skills

  • Credit
  • Financial Modeling
  • Financial Analysis
  • Financial Services
  • Investments
  • Commercial Banking
  • Leadership
  • Banking
  • Term Loan
  • Risk Management
  • Management
  • Small Business Lending
  • Owner Occupied
  • Construction Loans
  • Revolving Lines of Credit
  • Loan Portfolio Analysis
  • C%26i Lending
  • Portfolio Management
  • Loans
  • Commercial Lending
  • Finance
  • Loan Modifications
  • Workout
  • Mergers & Acquisitions
  • Negotiation
  • Sba
  • Middle Market
  • Credit Analysis
  • Commercial Mortgages
  • C%26i

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Marcus Smith — SVP, Commercial Banking Senior Relationship Manager at Bank of America in Charlotte, NC, US | Unifers