Relationship Executive, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Executive Director

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 on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) 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. Specific calling goals are developed depending upon client portfolio responsibilities. However, calling requirements have a strong emphasis on in-person meeting with clients and prospective clients. In addition, credit process management is a critical component of your responsibilities, as well as possessing the following attributes:

• 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 drive efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies

Qualifications

Experience

• Typically a minimum of seven years direct lending or credit support related experience, with a focus on business relationships

• Bachelor’s degree required

• Understanding of Commercial Banking products and services

• Knowledge of the local market

• Ability to mobilize internal networks and resources

• Formal credit training preferred

• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Skills

• Sales management and business development skills

• Proficiency in building and maintaining positive client relationships

• Excellent verbal, written and listening communication skills

• Strong creative solution and problem solving abilities