Senior SBL Credit Solutions Advisor
Pinellas County, FL - USA
Job Summary
Job Description Summary
Provide tailored financial services to clients including consulting on financial requirements recommending suitable products and services and developing loan packages. Maintain client accounts identify potential clients and assist in wealth managementJob Description
Responsibilities:
- Manage and develop important customer relationships with guidance from senior colleagues and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies multinational corporations and the like.
- Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests needs issues and concerns of decision-makers and influencers within the client organization; gather and analyze relevant information; and gain agreement to a statement of client requirements.
- Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified client segments to ensure their needs are met providing themes summary analyses and recommendations for changes based on client input.
- Create a business development plan to identify evaluate and structure key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. These transactions may involve alliances collaborations mergers and acquisitions in- and out-licensing initiatives and other activities.
Skills:
- Manage clients and accounts to the mutual benefit of the account client and own organization.
- Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
- Accurately identify and understand the key buying influences pertaining to an opportunity.
- Orient the organization around delivering to the key needs of clients.
Education
Work Experience
Certifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .
At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Required Experience:
Senior IC
About Company
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.