Relationship Executive-Mid Corporate Banking-Executive Director

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.  

As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion. 

Job Responsibilities 

•  Act as a primary interface with our Mid-Cap Investment Banking Team 


• Acquire new clients and maintaining and deepening a portfolio of relationships. 


• Act as the interface between our financial sponsors team and portfolio companies 


• Growing and retain profitable relationships within the Mid-Corporate Banking target market 


• 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 of lending or credit support related experience with a focus on business relationships 


• Understanding of Commercial Banking products and services 


• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs 


• Ability to collaborate with internal partners and resources 


• Demonstrated experience of meeting or exceeding sales goals 


• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines 


• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners  


• Deep local connections and market knowledge 


• Corporate finance expertise and strong transaction execution skills  


• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire 

Preferred Qualifications, Capabilities and Skills 

• Bachelor’s degree and formal credit training  


• Sales management, business development skills, proficiency in building and maintaining positive client relationships 


• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions. 


• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask 


• Excellent business judgment, strategic thinking, self-directed, proactive and creative