If 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. You will 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
- Bachelor’s 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
The final officer title and job grade is at the discretion of the firm and will be discussed at time of offer. It may be different than what is listed on the requisition based on candidate experience level. Based on the candidate's experience we may hire for the Emerging Middle Market segment.