Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Seven plus years direct lending or credit support related experience, with a focus on business relationships Understand... more details
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.
As a Relationship Executive in Middle Market Banking, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus 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.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
Seven plus years direct lending or credit support related experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Knowledge of the local market
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Sales management and business development skills
FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
Bachelors degree and formal credit training preferred
Excellent verbal, written and listening communication skills
Strong creative solution and problem solving abilities
Proficiency in building and maintaining positive client relationships
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