Banking Advisor
Core
Develop new client relationships and manage complex credit, deposit, and treasury management relationships for individuals, corporations, and partnerships while structuring financing solutions.
Role type
Mid-level IC banking advisor
Builds
Credit and deposit services, financing solutions, and integrated client experiences
Domain
Banking and wealth management
Required skills
client relationship management, credit structuring, negotiation, financial analysis, risk management, sales, strategic planning
Responsibilities
Develop new client relationships by identifying prospects and executing targeted marketing strategies; Manage ongoing complex wealth management banking, credit, deposit, and treasury management relationships; Serve as a key contact for senior client contacts and negotiate credit arrangements; Structure and negotiate complex loan and/or lease agreements; Analyze and negotiate loan terms including special pricing conditions, interest rates, swaps, and related structures; Coordinate the delivery of client service with other areas of the Bank to provide an integrated client experience.