Primary role is working towards the growth and retention of existing profitable relationships within the Middle Market (companies with sales size between $20 - $500MM), as well as the acquisition of new clients. Incumbent carries heavy new business development goals and is expected to work independently. Incumbent seeks opportunities to cross sell into every relationship and anticipates the future needs of the client. Incumbent should have proven client relationship skills as well as extensive product knowledge, technical expertise, and strong transaction execution skills. It is highly desirable that Incumbent have existing presence in the marketplace.
As a Relationship Executive in Middle Market, your primary role as an "individual contributor" will be to grow and retain profitable relationships within the middle market segment. You will not be responsible for managing less experienced staff, but rather focusing on generating revenues. This is accomplished by focusing on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. You, as the focal point of the client relationship, will orchestrate the interfacing with clients by credit support staff and all other product partners.
You will develop a weekly sales plan prioritizing most promising revenue generating sales opportunities and be responsible for cultivating referral sources, institutionalization of relationships and aggressive calling. Specific calling goals will be developed depending upon client portfolioresponsibilities, however, calling requirements have a strong emphasis on in-person meeting with clients and prospective clients. You will also seek opportunities to cross sell into every relationship and anticipate the future needs of the client. Credit process management is a critical component of your responsibilities.
Bachelor's degree or equivalent.
Minimum of 10 years of direct lending and credit support related experience in commercial banking
Preference will be given to candidates with demonstrated experience managing clients in a commercial bank setting.
Extensive knowledge of commercial banking products and services.
Formal bank credit training program.
Good problem solving, oral, and written communication skills.
Top individual contributor.
Possesses strong creative solution and problem solving skills.
Ability to mobilize internal networks and resources
The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidateexperience level.
Req #: 170113095