Base: $145,000 - $215,000; bonus/equity: not speci...
Client relationship management
Financial analysis and insights
Customized financial solutions
Lead relationship management efforts for West Coast technology clients, delivering the full suite of global treasury and corporate banking products
Job Summary
Lead relationship management efforts for West Coast technology clients, delivering the full suite of global treasury and corporate banking products.
Responsible for preparing high-quality pitch materials, executing corporate finance analyses, and supporting complex credit decisions while navigating global banking platforms.
Coach and mentor junior bankers, ensuring consistent development, high-quality work output, and client engagement.
Matching Summary
Lead relationship management efforts for West Coast technology clients, delivering the full suite of global treasury and corporate banking products.
Salary
Base: $145,000 - $215,000; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Financial analysis and insights
Customized financial solutions
Risk assessment and mitigation
Global transaction banking products
Corporate finance expertise
Nice-to-have
Thoughtful analytical approach
Detail-oriented
Coaching and developing junior bankers
Effective relationship management
Influencing and negotiating skills
Key Requirements
FINRA regulated role
Advanced proficiency in Word, Excel, PowerPoint
Experience with global transaction banking, liquidity, FX, derivatives, cross-currency products