You are creative, energetic and enjoy building relationships and providing support and advice to your constituents. A role as a Relationship Executive is for you. 

As a Relationship Executive within the Emerging Middle Market Banking team, your role is to act as an “individual contributor” to the firm, working with the team’s Managing Director, Vice President and Associate to grow the business profitably. You will work directly with the Managing Director to develop the discipline’s strategy and the Vice President and Associate to execute the strategy. As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Emerging Middle Market Banking & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers.

Job Responsibilities

Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholdersProvide guidance to and partner with Vice President and Associate to aid in their development and advance discipline objectivesDevelopment and management of comprehensive “Credit Book” for entire discipline that details comparable transactional details across each sub-sectorDevelopment and management of detailed client and prospect prioritization lists for each sub-sectorMaintain knowledge of  industry trends to identify opportunities for strategic partnerships with LOB partnersDevelopment and management of Salesforce Dashboard to monitor and report discipline activitiesTravel to top markets for in person banker training and business development meetings with clients and prospects

Required Qualifications, Capabilities and Skills

Advanced knowledge of professional services business modelSeven plus years direct lending or credit support related experience, with a focus on business relationshipsAdvanced knowledge of Salesforce CRM systemAdvanced understanding of Commercial Banking credit and treasury productsStrong oral and written communication skillsAbility to collaborate with internal partners and resourcesDemonstrated experience of meeting or exceeding goals; proven top individual contributor Sales management and business development skills 

Preferred Qualifications, Capabilities and Skills

Master’s degree and formal credit training preferred Strong creative solution and problem solving abilitiesProficiency in building and maintaining positive stakeholder relationshipsProven ability to self-start and complete complicated projects