Manages and grows a very large and very complex portfolio of commercial loans. Prospects for and closes new business relationships and retains and expands relationships with existing customers. Sells appropriate bank products and services to those prospects and clients, identifying and successfully capitalizing on cross-sell opportunities and making appropriate referrals. Provides financial advice to customers. Approves loans within assigned limits, managing loan and portfolio credit quality.
Serves as the account executive for commercial clients and develops/maintains a "trusted advisor" relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle. Develops new business and builds strong relationships with prospects.
The role of the Technology Relationship Manager (TRM) is to build alignment between the client's technology agenda and Investor Services (IS) Technology to ensure that all technology deliverables are managed successfully.
Develops and maintains relationships with Institutional Trust & Custody clients by promoting and delivering a broad range of products and services with the primary focus on value-added sales and prospecting.
Your focus will be to work with area businesses that have revenues of $20 million or greater, and/or prospect and partner with local real estate investors and developers while also working closely with other bankers and Old National Associates.
Serves as the account executive for commercial clients and develops/maintains a "trusted advisor" relationship with clients based on knowledgeable advice that is aligned to the clients' business objectives and lifecycle.
The Supervision & Controls is an independent group responsible for providing supervisory support through direct supervision, escalation, oversight, analysis and supervisory risk assessments, to Schwabs Investor Services (retail) group.
Develop and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking.