Sr. Banking Advisor
Core
Develops new relationships and manages complex wealth management, banking credit, and treasury management client relationships, structuring and negotiating loan and lease agreements.
Role type
Senior Individual Contributor Banking Advisor (Wealth Management & Credit)
Builds
Complex financing agreements, loan structures, and strategic client portfolios
Domain
Banking, Wealth Management, Commercial Lending
Required skills
Client relationship management, complex loan structuring, negotiation, financial analysis, strategic planning, cross-selling, leadership, oral and written communication
Preferred skills
Advanced knowledge of banking industry and competition, investment concepts, trust and financial consulting concepts
Technologies
N/A
Responsibilities
Develops new relationships and identifies prospects; Manages complex wealth management, banking credit, and treasury management client relationships; Structures and negotiates complex loan and/or lease agreements; Analyzes and negotiates loan terms (pricing, interest rates, Swaps); Advises clients on Goals Driven Wealth Management; Generates leads through relationships with COI's; Provides comprehensive consulting and leadership to team and partners
Seniority
Senior, hands-on IC