Provide advice and financial solutions to Global Commercial Banking clients
Manage a portfolio of complex clients with annual revenues of $50 million to $2 billion
Acquire, deepen, and maintain profitable client relationships through sales and prospecting
Assess financial conditions of companies and industry trends through financial statements
Collaborate with teammates and facilitate client relationships with Product Specialists

Minimum of 10 years’ experience in Commercial Lending or Investment Banking
Proven track record of managing an extensive portfolio of clients
Strong corporate finance, capital markets and accounting acumen
Financial modeling experience and completion of formal credit training required
Outstanding oral and written communication skills
Demonstrated leadership ability
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain within 180 days of start date)

Senior Relationship Manager – Global Commercial Banking, Middle Market

Key skills