DescriptionIf you are customer-focused enjoy building relationships and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Mid-Corporate Banking your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. Youwill work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities
- Act as a primary interface with our Mid-Cap Investment Banking Team
- Acquire new clients and maintaining and deepening a portfolio of relationships.
- Act as the interface between our financial sponsors team and portfolio companies
- Growing and retain profitable relationships within the Mid-Corporate Banking target market
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications Capabilities and Skills
- Seven plus years of lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Methodical approach to market activities and prospecting demonstrate proven client relationship skills and can engage with CEOs and CFOs
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals
- Excellent organizational skills and the ability to manage prioritize work under pressure and meet tight deadlines
- Strong interpersonal and influencing skills with the ability to establish credibility and strong partnership with senior business and control partners
- Deep local connections and market knowledge
- Corporate finance expertise and strong transaction execution skills
- FINRA Series 79 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications Capabilities and Skills
- Bachelors degree and formal credit training
- Sales management business development skills proficiency in building and maintaining positive client relationships
- Experience with Financial Sponsors Direct Lending and Capital Markets Solutions.
- Strong creative solution problem solving abilities flexible to changing business priorities and ability to multitask
- Excellent business judgment strategic thinking self-directed proactive and creative
Required Experience:
Director