Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue
Job Summary
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue.
Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc.
Understand competitive environment and develop strategies to retain and win new business.
Matching Summary
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue.
Skills & Requirements
Must-have
cash management and lending solutions
build product awareness
client base profiling
new business development
Nice-to-have
creative and intelligent solutions
competitive environment strategies
positive initiative and leadership
Key Requirements
Minimum of 7 years lending business development experience
Expert knowledge of credit products
Proven new business development / origination experience
Bachelor’s degree preferred or relevant experience