Director, Corporate Banking

Director Corporate Banking

HIGHLIGHTS

Location: Chicago IL or New York NY

Position Type: Direct Hire

Compensation: Based on experience

OVERVIEW

The Director Corporate Banking Insurance Sector is responsible for managing a portfolio of complex client relationships while leading the origination structuring and execution of corporate banking transactions. This role combines relationship management credit underwriting and deal execution with a focus on delivering tailored financial solutions to clients within the insurance industry.

This position operates as a senior member of a broader capital markets platform partnering cross-functionally to deliver integrated financial solutions and drive revenue growth while maintaining strong risk management practices.

CORE SKILLS

Corporate Banking & Relationship Management

• Client relationship management
• Business development & origination
• Key account management
• Client retention & wallet share growth
• Executive stakeholder engagement

Insurance Industry Expertise

• Insurance sector analysis (Life Non-Life Distribution)
• Regulatory environment awareness
• Industry trend analysis
• Market intelligence & competitive positioning

Credit & Risk Management

• Credit underwriting
• Risk assessment (credit market operational compliance)
• Risk-return analysis
• Portfolio risk management
• Credit adjudication

Financial Structuring & Deal Execution

• Debt structuring
• Corporate lending transactions
• Trade finance solutions
• Cash management solutions
• Capital markets collaboration
• Deal negotiation

Financial Analysis & Modeling

• Financial modeling
• Valuation analysis
• Scenario analysis
• Financial statement analysis
• Forecasting & projections

Cross-Functional Collaboration

• Capital markets partnership
• Product alignment (lending treasury trading)
• Internal stakeholder management
• Deal team leadership

Client Solutions & Advisory

• Strategic advisory
• Customized financial solutions
• Pitch development & presentation delivery
• Opportunity identification & cross-sell strategy

Data Reporting & Documentation

• Credit documentation
• Investment memoranda
• Reporting & analytics
• Data-driven decision making

Regulatory & Compliance

• Regulatory compliance
• Internal controls
• Policy adherence
• Governance frameworks

KEY RESPONSIBILITIES

• Manage and grow a portfolio of corporate clients within the insurance sector across multiple geographies.
• Originate structure and execute lending and financing transactions aligned with client needs and organizational objectives.
• Conduct comprehensive credit analysis and due diligence including financial modeling industry research and risk assessment.
• Structure and negotiate complex financial transactions while balancing risk and return considerations.
• Identify cross-sell opportunities and deliver integrated financial solutions in partnership with internal product teams.
• Develop and deliver client presentations including pitch materials and strategic recommendations.
• Maintain strong relationships with key decision-makers and stakeholders within client organizations.
• Monitor market conditions regulatory developments and industry trends to proactively identify risks and opportunities.
• Prepare and present credit documentation for internal approval processes.
• Lead or contribute to deal teams to drive execution and client outcomes.
• Ensure compliance with internal policies risk frameworks and regulatory requirements.
• Support continuous improvement initiatives to enhance operational efficiency and effectiveness.

QUALIFICATIONS & EXPERIENCE

Experience

• 10 years of experience in corporate banking investment banking or financial services
• Demonstrated experience covering the insurance sector
• Proven track record in structuring and executing lending transactions
• Experience managing client portfolios and driving business development initiatives

Education

• Bachelors degree in Finance Economics Accounting or related field
• MBA CFA or equivalent advanced certification preferred

Technical Competencies

• Financial modeling and analysis tools
• Credit risk frameworks and methodologies
• Corporate banking products and services
• Database and reporting tools

Professional Skills

• Advanced analytical and problem-solving skills
• Strong verbal and written communication
• Executive-level presentation skills
• Influence and negotiation skills
• Cross-functional collaboration
• Ability to manage ambiguity and complexity
• Data-driven decision making

ADDITIONAL CAPABILITIES

• Ability to evaluate complex financial transactions and associated risks
• Strong business judgment and decision-making under uncertainty
• High attention to detail and accuracy
• Ability to lead initiatives and influence stakeholders
• Commitment to confidentiality and ethical standards

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