Sr. Banking Advisor
Core
Develops new relationships and manages complex wealth management banking, credit, and treasury client relationships while structuring and negotiating loan and lease agreements.
Role type
Senior Banking Advisor (Credit & Treasury)
Builds
Complex financing agreements and client portfolios for sophisticated individuals, families, and corporations
Domain
Wealth Management / Commercial Banking / Credit
Required skills
Negotiation, Sales, Financial Analysis, Client Servicing, Loan Structuring, Credit Policy Analysis, Strategic Planning, Cross-functional Leadership, Market Analysis, Relationship Management
Preferred skills
Investment concepts, Trust concepts, Financial consulting concepts, Advanced banking industry knowledge
Technologies
Swaps, Credit Policy Committee guidelines, Loan documentation systems
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 including special pricing conditions and interest rates; Advises clients on Goals Driven Wealth Management; Generates leads through relationships with COI's; Provides comprehensive consulting and leadership to team and partners; Leads others to solve complex problems
Seniority
Senior, hands-on IC with strategic direction