Relationship Executive - Mid-Corporate Commercial Banking - Executive Director
Core
Acquire new clients and maintain deepening relationships with mid-cap companies ($100M–$2B revenue) to provide strategic financial advice and commercial banking solutions.
Role type
Senior IC relationship executive (mid-corporate commercial banking)
Builds
New client acquisition and portfolio retention for mid-cap investment banking and financial sponsors teams
Domain
Commercial Banking / Corporate Finance
Deliverable
client delivery
Required skills
client acquisition, portfolio management, CEO/CFO engagement, corporate finance expertise, transaction execution, market prospecting, sales goal achievement, automation adoption
Preferred skills
sales management, business development, direct lending experience, capital markets solutions, strategic thinking, multitasking
Technologies
automation tools, technical infrastructure
Responsibilities
Act as primary interface with Mid-Cap Investment Banking Team; Act as interface between financial sponsors team and portfolio companies; Champion innovation and customer-centric mindset; Identify opportunities for strategic partnerships; Find ways to improve efficiency through automation