Education: Bachelor's degree
Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
- Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs - Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships - Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends - Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects - Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues - Coaches and mentors peers, while utilizing leadership skills - Adapts to changes in sales practices and broader market and industry conditions as needed
- Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred. MBA desirable.
- Existing knowledge of the market preferred. - Active networking contacts and Centers of Influence established in the market. - Active member/participation in local community organizations.
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