Senior Manager, Relationship Manager
Core
Associate business development banker focused on acquiring and growing relationships within the Middle Market Corporate Bank, supporting senior bankers in developing new client relationships, co-managing existing relationships, and driving client profitability through cross-sell.
Role type
Senior Manager, Relationship Manager (Associate Business Development Banker)
Builds
New client relationships, co-managed existing client relationships, and cross-sell opportunities for Middle Market Corporate Bank
Domain
Corporate Banking / Financial Services
Deliverable
client delivery
Required skills
deal screening, credit approval process execution, due diligence, financial analysis, pitchbook creation, prospect research, prospect outreach, mentoring junior team members, cross-functional stakeholder management
Preferred skills
MBA with accounting or finance focus, formal credit training program completion, prior mentoring or management experience, prior sales or client management experience
Technologies
pitchbooks, prospect databases, term sheets
Responsibilities
Research companies and identify actionable prospects; Work with senior corporate bankers on prospect outreach to generate high quality leads; Assist in the preparation of customer presentations and term sheets; Own and execute the deal screen and credit approval process; Coach and mentor more junior team members; Check accuracy and completeness of junior team members' work product
Seniority
Senior Manager, hands-on IC with mentorship responsibilities