About this role

Provides advice and valuable financial solutions to complex Global Commercial Banking clients and prospects
Serves as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships
Collaborates with teammates and facilitates client relationships with Product Specialists
Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion
Acquires, deepens, and maintains profitable client relationships through sales
Understands and interprets financial and cash flow statements to assess and analyze financial conditions
Coaches and mentors peers, while utilizing leadership skills

Holds the following registered licenses (or obtains within 180 days of start date): FINRA Securities Industry Essentials (SIE), S7 and S63
Client Management
Client Solutions
Advisory
Prospecting
Relationship Building
Risk Management
Financial Analysis
Leadership Development
Project Management
Referral Identification
Sales Performance Management
Business Development
Client Experience
Branding
Continuous Improvement
Data and Trend Analysis
Pipeline Management

Senior Relationship Manager – Global Commercial Banking – Healthcare, Education, Not-for-Profit Group

Key skills