Relationship Manager

Responsibilities

• Applies extensive industry/market/product knowledge to drive revenue production and business growth.
• Grow the existing portfolio of venture lending team by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
• In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
• Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
• Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
• Mentor other team members including Portfolio Managers and Analysts.
• Travel to cities in the Western U.S. to source new business, visit existing clients, and attend industry conferences and events.

Qualifications

• 10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with within the venture debt or venture lending industry or C&I lending.
• Experience in dealing with a wide array of corporate clients and credit structures;
• Thorough knowledge of the banking and financial services industries;
• Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
• 10+ years of experience within the venture debt or venture lending industry or C&I lending.