Senior SBL Credit Solutions Advisor

Raymond James • Saint Petersburg, FL

2d • Hybrid

About The Position

Provide tailored financial services to clients, including consulting on financial requirements, recommending suitable products and services, and developing loan packages. Maintain client accounts, identify potential clients, and assist in wealth management.

Requirements

• Manage clients and accounts to the mutual benefit of the account client and own organization.
• Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
• Accurately identify and understand the key buying influences pertaining to an opportunity.
• Orient the organization around delivering to the key needs of clients.
• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
• General Experience - 6 to 10 years

Responsibilities

• Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
• Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the client organization; gather and analyze relevant information; and gain agreement to a statement of client requirements.
• Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified client segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on client input.
• Create a business development plan to identify, evaluate, and structure key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. These transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities.

Benefits

• medical
• dental
• vision
• life insurance
• critical illness insurance
• accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Senior