Sr. Banking Advisor
Core
Develops new client relationships and manages complex wealth management banking, credit, and treasury relationships for sophisticated individuals, families, and corporations.
Role type
Senior Banking Advisor (Wealth Management & Commercial Lending)
Builds
Complex loan and lease agreements, financing structures, and strategic banking solutions
Domain
Banking, Wealth Management, Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client relationship development, complex loan structuring, negotiation, financial analysis, strategic business planning, cross-functional leadership, investment consulting, fiduciary services
Preferred skills
Advanced knowledge of banking industry competition, commercial leasing, investment concepts, trust services
Technologies
N/A
Responsibilities
Identify prospects and develop marketing strategies for specific clients; structure and negotiate complex loan/lease agreements; analyze and negotiate loan terms (pricing, interest rates, swaps); advise on Goals Driven Wealth Management; generate leads through COI relationships; provide high-level technical consulting to teams; lead others to solve complex problems
Seniority
Senior, hands-on IC with strategic direction
