Commercial RM - G&I
On-site · Charlotte, North Carolina, United States
Job Summary
Build and manage profitable client relationships in commercial banking within a specified geographical area, lead business development to acquire high-value relationships, coordinate with internal partners (Treasury Management, Capital Markets, Wealth Management) to tailor solutions, support capital markets activities including potential public debt issuances, analyze financial statements to assess credit and risk, and maintain strong client experiences through trusted-advisor capabilities and disciplined CRM usage. Roles require deep knowledge of credit, commercial products, and financial statement analysis, with a track record of advisory leadership and cross-functional collaboration; travel may be required.
Required Qualifications
- Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred
- Minimum of 10 years Commercial Banking experience
- 9 years of relationship account management experience preferred
- Formalized commercial credit training or equivalent credit experience required
- Underwriting experience preferred
- Securities Industry Essentials (SIE), Series 79 & 63 required
- Proven track record of partnership with investment bankers to provide strategic and capital market advice
- Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles
- Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions
- Exhibits strong presentation skills in both large and small group settings
- Proven ability to communicate with impact
- Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes
- Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution
- Influences client decision regarding strategy and product solutions
- Engages in joint business planning with internal partners and buyers
- Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities
- Proven ability to work in a team-based sales environment
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred
- Regional /local travel
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