About The Position

The Relationship Executive in Mid-Corporate Banking is responsible for acquiring new clients and maintaining and deepening a portfolio of relationships. The role introduces comprehensive financial solutions to clients, independently and in collaboration with internal partners, and grows and retains profitable relationships within a target market that typically includes companies with annual revenues from $100 million to $2 billion. The position serves as a primary interface with the Mid-Cap Investment Banking Team and as an interface between the financial sponsors team and portfolio companies. It also champions innovation and a customer-centric mindset, monitors industry trends for innovation and partnership opportunities, and seeks efficiency improvements through automation and new technologies.

Requirements

  • Seven or more 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, proven client relationship skills, and ability to engage with CEOs and CFOs.
  • Ability to collaborate with internal partners and resources.
  • Demonstrated experience meeting or exceeding sales goals.
  • Excellent organizational skills and ability to manage, prioritize, work under pressure, and meet tight deadlines.
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnerships with senior business and control partners.
  • Deep local connections and market knowledge.
  • Corporate finance expertise and strong transaction execution skills.
  • FINRA Series 79, Series 63, and Securities Industry Essentials licenses required, or must be obtained within 180 days of hire.

Nice To Haves

  • Bachelor’s degree and formal credit training.
  • Sales management and business development skills, and proficiency in building and maintaining positive client relationships.
  • Experience with Financial Sponsors, Direct Lending, and Capital Markets Solutions.
  • Strong creative solution and problem-solving abilities, flexibility to changing business priorities, and ability to multitask.
  • Excellent business judgment, strategic thinking, and a self-directed, proactive, and creative approach.

Responsibilities

  • Act as a primary interface with the Mid-Cap Investment Banking Team.
  • Acquire new clients and maintain and deepen a portfolio of relationships.
  • Act as the interface between the financial sponsors team and portfolio companies.
  • Grow 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 opportunities offered by new technologies.

Benefits

  • Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
  • Reasonable accommodations for religious practices and beliefs, and mental health or physical disability needs.
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