Major Duties:
• Generates new, new banking relationships – loans, deposits and fees (swaps, banking and investment management)
• Leads a team of scorecard bankers, responsible for the growth and retention of the banking business of that team
• Manages a book of banking and lending clients relative to the size and needs of the team
• Sources, directs and participates in the development of new business. Personally sources and partners with the bankers on the team to source. Coordinates strategies for enhancing client relationships and developing new relationships. Individual goals will be that of a Banking Relationship Advisor
• Conducts the performance management process, identifies training and development needs, and establishes performance standards for the unit
• Partnering with the Banking Practice Leaders, determines staffing needs, makes hiring and termination decisions
• Handles salary administration, and ensures resources are available to accomplish priorities
• Participates in developing the team’s business plan and sets goals and priorities based on the direction set for the team. Follows through to ensure objectives are met
• Provides leadership and guidance to banking partners, fostering an environment which encourages partner participation, teamwork, and communication
• Research potential markets, develop client referral sources, and initiates contact with prospects to promote and sell the bank's capabilities in all disciplines – banking, trust and investments
• Identifies and solves complex, operational and organizational problems leveraging the appropriate resources within or outside the department
• Guided by organization functional business plans, impacts the department results by supporting and funding of projects, products, services and/or technologies
Knowledge:
• Outstanding new business development skills and experience required.
• Deep knowledge of banking industry and all credit and banking solutions through formal education and experience is required to lead the team and to serve client relationships.
• Investment, trust and personal financial consulting concepts usually through experience are necessary to identify opportunities for cross selling.
• Decision making, negotiation, and delegation skills are necessary to lead the team and develop client relationships.
• Leadership and organizational skills are required to determine team goals, resources needed, to assess and develop the skills of the banking team and to grow the banking business
• Applies knowledge of key business drivers and the factors that maximize department performance
Experience:
• College degree required and at least 10 years of related experience
• Manages multiple related teams, sets departmental priorities and allocates resources to align with business objectives and annual plan
