Acquire, deepen, and maintain profitable relationships
Financial and cash flow statement analysis
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of North Carolina
Job Summary
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of North Carolina.
This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects.
Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs.
Matching Summary
The Sr. Relationship Manager will be a key member of our Healthcare, Education & Not-for-Profit Team, which covers our clients and prospects throughout the State of North Carolina.
Skills & Requirements
Must-have
Manage extensive portfolio of clients
Acquire, deepen, and maintain profitable relationships
Financial and cash flow statement analysis
Collaborate with domestic and international teammates
Lead and facilitate client dialogue
Nice-to-have
Active member/participation in local community organizations
Existing knowledge of the market
Desire to work in a specialty team
Key Requirements
10+ years experience in commercial lending/corporate finance/relationship management
Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP clients with revenues greater than $50 million
Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions
Professional proven sales skills and experience
Strong corporate finance, capital markets and accounting acumen
Financial modeling experience and completion of a formal credit training preferred
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain within 180 days)