Salary
💰 $140,000 - $235,000 per year
About the role
- Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
- Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
- Serves as the primary point of contact or trusted advisor and facilitates client relationships with Product Specialists
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management
- Facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions
- Leads and facilitates dialogue with complex clients regarding industry, alternative capital structures, and general business issues
- Coaches and mentors peers, utilizes leadership skills, and adapts to changes in sales practices and market/industry conditions as needed
Requirements
- 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
- Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million
- Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions
- Professional proven sales skills and experience, including planning, execution and follow up of client meetings
- Strong corporate finance, capital markets and accounting acumen
- Financial modeling experience and the completion of a formal credit training preferred
- Outstanding oral and written communication skills
- Demonstrated leadership ability; capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems
- Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)
- Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions
- Undergraduate degree in related field or equivalent work experience (MBA desirable)
- Active member/participation in local community organizations and existing networking contacts preferred