Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Job Summary
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations.
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs.
Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department.
Matching Summary
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations.
Skills & Requirements
Must-have
client relationship management
banking and investment products
credit skills
deal closing
credit origination process
accounting principles
financial modeling
statement analysis
teamwork
communication
influencing skills
business development
client experience
digital technology adoption
risk assessment
regulatory compliance
Nice-to-have
proactive client needs identification
innovative solutions
market trend sharing
new business opportunities
coaching and training
positive attitude
embraces change
high energy and motivation
adaptable to priorities
Key Requirements
5-8 years of experience
Bachelor's/University degree or equivalent experience
Sound knowledge of banking and investment products