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Prospects and develops commercial banking relationships targeting companies with revenues >$250MM. Draws upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. Provides customers valuable insights and introduces product and service partners to meet customer needs. Working in concert with portfolio management partners, structures, manages underwriting, credit approval process, documentation, and closing of complex commercial loans.
Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight.
Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking.
Lead team of cross functional colleagues in collaborative pre-call planning sessions resulting in robust client interactions.
Brings new ideas to clients and challenges them to consider alternative ways of doing business.
Maintains an updated qualified prospect list that aligns with the risk profile of the bank.
Maintains updated pipeline and proactively works to close opportunities.
Leverages an established group of Centers of Influence to obtain referrals and continually works to grow this network.
Partners effectively with credit and risk colleagues.
Ability to identify and mitigate credit risks, make recommendations on appropriate credit structure, and effectively articulate bank recommendation to clients and prospective clients.
Adheres to bank policies and procedures and complies with legal and regulatory requirements.
Follows processes and procedures to ensure risks are measured, monitored and controlled and compliance requirements are adhered to on an on-going basis.
Keeps abreast of risk-related changes that may impact assigned work functions and processes.
Maintains a passion for learning and new skill development and a willingness to mentor colleagues.
Interest in and willingness to be actively involved in community service including potentially serving on the board of directors of a non-profit organization.
Bachelor's Degree or equivalent experience in accounting, finance, or a related field.
10+ years of financial services related experience.
Has Series 79 (Investment Banking) license or must take and pass the Series 79 exam within required time frame.
10+ years experience working directly as a Commercial & Industrial Relationship Manager.
Successful track record of recommending and cross selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance.
Formal credit training and commercial banking underwriting experience.
Masters of Business Administration Degree.
Actively involved in community and/or non-profit volunteering services
Experienced and successful in cultivating new commercial banking relationships.
Ability to analyze corporate financial statements and make recommendations on credit structure.
Strong written and verbal communication and negotiation skill set.
Proficient with Microsoft Office products and ability and willingness to become proficient with critical proprietary systems.
Must have knowledge of the Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment.
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