Facilitates growth for the Bank through business development and management of key client relationships
Maintains an outstanding and continuous record of significant revenue generation from sales and syndications
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios
Identifies key market segments and leverages industry trends to drive business growth and expand the client base
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments
Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients’ needs
Identifies share of wallet opportunities
Requirements
7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Deep knowledge and technical proficiency gained through extensive education and business experience
Advanced level of proficiency: Product Knowledge, Regulatory Compliance, Structuring Deals, Portfolio Management, Credit Risk Assessment, Project Management, Customer Service, Problem Solving, Negotiation, Customer Relationship Building