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