Sr. Banking Advisor
Core
Develops new relationships and manages complex wealth management, banking credit, and treasury management client relationships while structuring and negotiating loan and lease agreements.
Role type
Senior IC banking advisor (wealth management & commercial lending)
Builds
Complex financing agreements, loan structures, and strategic client partnership networks
Domain
Banking, Wealth Management, Commercial Lending
Required skills
Negotiation, Sales, Financial Analysis, Client Servicing, Commercial Lending, Leasing, Strategic Planning, Cross-selling, Leadership, Complex Problem Solving
Preferred skills
Advanced knowledge of investments, trust, and financial consulting concepts
Technologies
N/A
Responsibilities
Develops new relationships and identifies prospects; Manages complex client relationships in wealth management, banking credit, and treasury; Structures and negotiates complex loan and lease agreements; Analyzes and negotiates loan terms including pricing, interest rates, and swaps; Advises clients on Goals Driven Wealth Management; Generates leads through COI relationships; Provides high-level consulting and leadership to teams; Leads others to solve complex problems.
Seniority
Senior, hands-on IC