Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)

Responsibilities

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Led and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Requirements

• Minimum of 8 years’ experience in Commercial Banking or Transaction Banking
• Demonstrates ability to successfully manage a portfolio of Non-Bank Financial Institutions (NBFI) clients
• Prominent track record of prospecting, originating, and onboarding new NBFI clients
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings
• Strong corporate finance, capital markets and accounting acumen
• Financial modeling experience and the completion of a formal credit training is required
• Outstanding oral and written communication skills
• Demonstrated leadership ability
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems
• Sherman Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date)

Skills

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

Qualifications

• Undergraduate degree or equivalent work experience desired: Majors in business, finance or economics preferred
• MBA desirable