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
Client Solutions Advisory
Relationship Building
Sales Performance Management
Business Development
Risk Management
Financial Analysis
Nice-to-have
Active community organization participation
Established networking contacts
Interest in Healthcare, Education & NFP
Key Requirements
10+ years commercial lending/corporate finance/relationship management
Management of extensive HENPF client portfolio
Proven track record of prospecting and closing
Professional sales skills and experience
Strong corporate finance, capital markets, accounting acumen
Formal credit training preferred
Securities Industry Essentials (SIE), Series 7 & 63 licenses