You are creative, energetic and enjoy building relationships and providing support and advice to your constituents. A role as a Relationship Executive is for you. 

As a Relationship Executive within the Middle Market Banking team, your role is to act as an “individual contributor” to the firm, working with the team’s Managing Director, Vice President and Associate to grow the business profitably. You will work directly with the Managing Director to develop the discipline’s strategy and the Vice President and Associate to execute the strategy. As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Middle Market Banking & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers.

Job Responsibilities

Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders Provide guidance to and partner with Vice President and Associate to aid in their development and advance discipline objectives Development and management of comprehensive “Credit Book” for entire discipline that details comparable transactional details across each sub-sector Development and management of detailed client and prospect prioritization lists for each sub-sector Maintain knowledge of  industry trends to identify opportunities for strategic partnerships with LOB partners Development and management of Salesforce Dashboard to monitor and report discipline activities Travel to top markets for in person banker training and business development meetings with clients and prospects

Required Qualifications, Capabilities and Skills

Advanced knowledge of professional services business model Seven plus years direct lending or credit support related experience, with a focus on business relationships Advanced knowledge of Salesforce CRM system Advanced understanding of Commercial Banking credit and treasury products Strong oral and written communication skills Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding 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

Master’s degree and formal credit training preferred  Strong creative solution and problem solving abilities Proficiency in building and maintaining positive stakeholder relationships Proven ability to self-start and complete complicated projects