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
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
SVP, Commercial Banking Senior Relationship Manager
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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