Overview In this role you will serve as the trusted advisor for complex Business Banking clients, delivering tailored financial solutions. You will manage and grow a portfolio of mid-market clients, collaborating with cross-functional teams to design financing and treasury solutions. You will analyze financial statements to assess company health and industry trends, while pursuing cross-sell opportunities to deepen client impact. You work within a culture focused on responsible growth, collaboration, and client experience, contributing to the bank's mission to help financial lives through strong relationships.
Responsibilities- Manage a portfolio of complex clients with $20-50M in annual revenue and help them meet financing and cash management needs
- Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and relationship expansion
- Interpret financial statements and cash flow to assess client financial health and industry trends
- Collaborate with Investment Banking, Foreign Exchange, Wealth Management, and Product Specialists to deliver tailored financial solutions
- Lead dialogues with clients on industry context, capital structure, and business issues
- Coach peers and demonstrate leadership in a dynamic sales environment
- Adapt to changes in sales practices and market conditions
Key requirements- Minimum five years in commercial lending, business development, commercial credit, or portfolio management in business banking or middle market
- Experience managing a portfolio of clients with $20-50M in annual revenues
- Proven sales track record and ability to prospect and deepen relationships
- Ability to analyze financial statements and cash flow to evaluate financial conditions and trends
- Relationship building
- Leadership development
- Communication
- Financial analysis
- Loan structuring
- Credit documentation
