About The Position

The Relationship Executive in Mid-Corporate Commercial Banking is responsible for acquiring new clients and maintaining, growing, and deepening a portfolio of profitable relationships. The role serves companies in the Mid-Corporate Banking target market, typically those with annual revenues from $100 million to $2 billion, and introduces the bank’s comprehensive financial solutions to clients. The position works independently and collaboratively with internal teams, including the Mid-Cap Investment Banking Team and the financial sponsors team. It calls for a customer-focused approach, strong market knowledge, lending and credit experience, and the ability to advise and build credible partnerships with business leaders. The final officer title and job grade are determined by the firm and may differ from the requisition based on the candidate’s experience.

Requirements

  • Seven or more years of lending or credit support-related experience focused 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 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 improve efficiency with existing technical infrastructure through automation while embracing opportunities offered by new technologies.
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