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 Mid-Corporate Banking your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Commercial & 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