Tech Market Leader
Core
Lead and manage a team of relationship managers to handle complex Mid-Corporate client relationships, including structuring, modifying, and renewing high-complexity cash flow and real estate loans.
Role type
Senior IC Commercial Banking Market Leader / Team Lead
Builds
Mid-Corporate client relationships and loan solutions
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
Strategic leadership, complex issue resolution, policy development, team management, financial analysis, risk control, process improvement, cross-functional collaboration, sales pipeline management, talent development
Preferred skills
Commercial lending and treasury management expertise, FINRA Series 63 and 79 certification, formal credit training, new business generation, regulatory compliance knowledge
Technologies
Customer Relationship Management (CRM) systems
Responsibilities
Lead/manage relationship management team to resolve highly complex issues; interpret and develop policies and procedures for moderate to higher complexity functions; manage and develop managers and professionals on loan structuring and renewal; identify opportunities for process improvement and risk control; collaborate with senior leadership to resolve internal escalations; strategically lead team to offer full suite of solutions to Mid-Corporate clients; drive relationship planning and maintain sales pipeline; manage allocation of people and financial resources; mentor less experienced individuals
Seniority
Senior, hands-on IC with management responsibilities