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
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs
Manages high-value client portfolios, driving cross-selling, retention, and profitability
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making
Delivers reports to the bank’s leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction
Requirements
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Any other related discipline or commensurate work experience considered
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
Advanced level of proficiency: Project Management, Change Management