10+ years commercial lending or investment banking experience
Financial modeling and credit training completion
Prospecting new business and closing profitable transactions
This role serves as a trusted advisor to complex Global Commercial Banking clients with annual revenues between $50 million and $2 billion
Job Summary
This role serves as a trusted advisor to complex Global Commercial Banking clients with annual revenues between $50 million and $2 billion.
The position requires collaborating with domestic and international teammates across Investment Banking, Foreign Exchange, and Wealth Management to deliver tailored financial solutions.
Employees are eligible for an annual discretionary award based on individual performance, line of business contributions, and overall company success.
Matching Summary
This role serves as a trusted advisor to complex Global Commercial Banking clients with annual revenues between $50 million and $2 billion.
Salary
Base: $140,000.00 - $235,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
10+ years commercial lending or investment banking experience
Financial modeling and credit training completion
Prospecting new business and closing profitable transactions
Nice-to-have
Existing market knowledge and networking contacts
Active participation in local community organizations
Experience with alternative capital structures
Key Requirements
Minimum 10 years experience in Commercial Lending or Investment Banking
Completion of formal credit training required
Obtain SIE, Series 7 & 63 licenses within 180 days
Undergraduate degree in business, finance, or economics preferred; MBA desirable