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 origination process
financial advice and solutions
risk and reward balancing
Nice-to-have
innovative approaches
digital client experience
proactive client engagement
coaching and training
Key Requirements
5-8 years of experience
Bachelor's/University degree or equivalent experience
Demonstrates core credit skills
Demonstrates advanced understanding of accounting principles