Director Corporate Banking

Key Responsibilities

• Cultivates relationships with new and existing clients in the insurance sector.
• Grows brand presence in the community.
• Cross-sells and increases share of wallet.
• Collaborates with sector coverage partners to cover clients, prospects, and deliver creative solutions.
• Operates as a key deal team member to maximize insurance sector penetration and returns.
• Creates and delivers pitch books for financial solutions; leads client presentations.
• Reviews and guides team members' work to deliver results.
• Identifies key decision makers and influencers at clients and within the bank.
• Maintains awareness of firm products/services and receives continuous updates.
• Makes credit due diligence for lending, trade finance, cash management, and trading transactions.
• Manages diverse portfolio of lending exposure insurance clients across sub-sectors and geographies.
• Provides deal structuring and negotiates transactions with clients.
• Generates updated financial models and analyses as needed.
• Applies technical concepts; completes/leads technical and financial reports/analyses for client deliverables.
• Conducts due diligence and credit analysis on new/existing relationships, including client visits, business model analysis, industry trends, and regulations.

Technical Skills

• Minimum 10+ years in Corporate Banking covering insurance sector.
• Experience negotiating/structuring lending transactions with successful cross-sell history.
• Excellent knowledge of lending/portfolio management policies and objectives.
• Excellent knowledge of financial solution products/services.
• Exceptional analytical skills.
• Expertise in financial computer applications and database management tools.
• Proficient in financial modeling, credit analysis, due diligence, deal structuring, and risk assessment (credit, market, operational, legal/compliance).

Basic Qualifications

• Undergraduate degree in finance, economics, or accounting preferred, with high academic achievement.
• MBA, CFA, or equivalent in financial services, accounting, or legal fields preferred.
• Seasoned professional with education, experience, and industry knowledge.

Functional Skills

• Creates/delivers professional product ideas and presentations including pitch books.
• Prepares credit documentation (applications, memoranda, presentations).
• Generates technical/financial reports and analyses.
• Manages ambiguity and data-driven decision making at expert level.

Behavioral Skills

• Verbal and written communication skills at in-depth/expert level.
• Analytical and problem-solving skills at in-depth/expert level.
• Influence skills at in-depth/expert level.
• Collaboration and team skills at in-depth/expert level, with cross-group focus.