Bachelor's degree in Finance, Business, Accounting, Economics, or Public Administration
3+ years of experience in Government and/or Non-Profit Banking, Public Finance, or related field
Motivated self-starter with limited oversight
Proven success in solution-based cross selling for revenue growth
Working knowledge of Treasury and Municipal bond markets
Strong negotiation skills
Ability to obtain SIE and Series 50 license within 120 days of start date
Responsibilities
Deepen existing relationships by uncovering opportunities and collaborating with Corporate Trust, Wealth, and Treasury Management
Provide deposit and loan solutions based on client needs and market conditions
Drive loan production by managing relationships with Placement Agents, Municipal Advisors, and Bond Attorneys
Review financial statements for initial opportunity screening
Identify and mitigate credit risk across multiple Public Finance subsectors
Structure and price bond purchases, leases, and lines of credit for profitability
Partner with Portfolio Manager and Risk Partners for loan approval
Document and execute successful loan closings with outside bank counsel and CCS team
Maintain accurate deposit and lending pipelines
Network by attending Industry Association conferences
Benefits
Comprehensive health and wellness programs
Retirement savings plan with company match
Professional development and training opportunities
Flexible work arrangements
Generous paid time off and holiday schedule
Full Job Description
Government & Institutional Banking Relationship Manager
Responsible for developing and managing profitable relationships with state and local government, Utility Systems, Public Healthcare, Non-Profits, and Public & Private HigherEd within an assigned territory.
Responsibilities include:
Deepen existing relationships by uncovering opportunities and collaborating with Corporate Trust, Wealth and Treasury Management
Provide deposit and loan solutions based on client needs and prevailing market conditions
Drive loan production by managing relationships with Placement Agents, Municipal Advisors, Bond Attorneys and other COIs
Review financial statements for initial opportunity screening
Identify and mitigate credit risk across multiple Public Finance subsectors
Effectively structure and price bond purchases, leases and lines of credit to optimize profitability
Partner with Portfolio Manager and Risk Partners for loan approval
Partner with outside bank counsel, PM and CCS team to document and execute successful loan closings
Maintaining and managing accurate deposit and lending pipelines
Networking by attending Industry Association conferences
Basic Qualifications
Bachelor's degree in Finance, Business, Accounting, Economics or Public Administration
3+ years of experience in Government and/or Non-Profit Banking, Public Finance, or related field
Preferred Qualifications
Motivated self-starter with ability to manage designated geography with limited oversight
Track-record of success in solution-based cross selling to meet Year-over-Year loan and deposit revenue growth goals
Working knowledge of Treasury and Municipal bond markets
Demonstrated ability to develop and manage COI Relationships
Strong negotiation skills
Strong financial analysis and loan structuring skills
Ability to obtain SIE and Series 50 license within 120 days of start date
