Manage a portfolio of corporate clients, serving as the primary contact for C-suite executives and decision-makers
Develop customized financial solutions based on client needs, leveraging industry knowledge and market insights
Drive growth by identifying new opportunities and deepening relationships within the existing client base
Partner with internal teams to cross-sell products such as treasury management, credit, and investment banking services
Work closely with credit teams to structure, underwrite, and monitor deals, ensuring strong credit quality and compliance
Mentor Analysts and Associates, providing guidance on technical skills, client management, and professional growth
Conduct regular reviews and maintain high levels of client engagement to deliver exceptional experiences
Lead client pitches, negotiations, and presentations to secure new business and expand relationships
Ensure adherence to all regulatory requirements, risk frameworks, and internal policies
Foster a collaborative, high-performing culture within the Corporate Banking team, contributing to overall success

10+ years in corporate or commercial banking with a proven track record of relationship management and portfolio growth
Experience mentoring junior team members and fostering a high-performing, inclusive environment
Strong expertise in corporate finance, credit analysis, and strategic advisory
FINRA 6, 63 and 79 required within xx days
Bachelor’s degree in finance, accounting, business, or a related field

Mortgage Finance Manager

Key skills