Senior 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 Banking Advisor (Credit & Treasury)
Builds
Loan and lease agreements, financing structures, client networks
Domain
Banking, Wealth Management, Commercial Lending
Required skills
Negotiation, Sales, Financial Analysis, Client Servicing, Commercial Lending, Leasing, Strategic Planning, Cross-functional Leadership, Complex Problem Solving, Business Development
Preferred skills
Investment concepts, Trust concepts, Financial consulting, Leadership, Communication
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 terms of loans (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 with strategic direction