Growth & Middle Market Technology Banking - Director, Relationship Manager

MUFG•Menlo Park, CA

1d•Hybrid

About The Position

The Growth and Middle Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO and publicly traded technology companies in the world. In this role, you will be responsible for initiating, developing, and enhancing relationships and will seek to expand the bank’s client portfolio within the vertical. The position strives to up-tier existing client relationships where appropriate and maintain an aggressive calling plan on prospective clients. You will be responsible for delivering on budgeted financial performance for deposits, loan commitments, loan outstandings, and cross sales of related banking products and services, all while ensuring strong credit quality of the portfolio. You will have significant market visibility and will be expected to self-generate leads by calling growth and middle market technology companies and other key contacts within the entrepreneurial ecosystem (CEOs, CFOs, Attorneys, Accountants, etc.). You will identify, negotiate, and present to senior credit committee on all aspects of a lending opportunity and will lead a new deal from origination to closing. This role is strategic in nature and as such you will utilize bank capital in an effective manner that will ultimately foster long-standing, profitable client relationships.

Requirements

10+ years of related experience.
Strong understanding of Commercial Banking products and services.
Broad understanding of capital structures including proficiency in equity and debt capital markets.
Deep understanding of market credit structures for pre-IPO and public technology companies.
A track record of business development success and sales management expertise.
A history of building and maintaining C-Suite advisory client relationships.
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership both internally and externally.
Self-directed, proactive, and intellectually curious.
A proven networker and market influencer.

Responsibilities

Business Development Actively expand the Bank's technology client base by driving new client acquisitions and cross selling into your client base.
Build a brand within your market(s) where you are the go-to banker for growth and middle market technology companies.
Develop new and maintain meaningful relationships with key market influencers in your target markets.
Focus on advisory relationships where you bring both insights and tangible solutions to both pre-IPO and public technology companies.
Explore and originate new business opportunities through marketing activities and contribute to the growth of the business in terms of assets, market share, and revenue.
Maintain a high level of touch with clients and continually foster those relationships on behalf of MUFG.
Support the development of sales strategies.
Identify cross-sell opportunities and make appropriate referrals.
Transaction Execution Lead all aspects of deal sourcing, structuring, negotiating, underwriting, internal credit approvals, documentation and closing without assistance or further counsel.
Collaborate with the portfolio team to actively manage the credit risk of the portfolio and monitor and maintain financial conditions using MUFG’s risk framework.
Work closely with credit solutions and credit administration teams to provide a variety of debt structures to our target market.
Express complex financial strategies in an organized and articulate manner.
Continuously contribute to a collaborative, cohesive, active, and rewarding team environment.
Work with internal partners, Compliance, and Legal to ensure safe and sound deal execution and management, as well as sound overall management of the portfolio.