Relationship Executive - Insurance Services Discipline - Executive Director
On-site · San Francisco, California, United States
Job Summary
Relationship Executive role within the Commercial Banking and Specialized Industries Insurance Services team; acts as an individual contributor working with Managing Director and Insurance Services teammates to grow the business, focusing on new client development and existing client deepening across the Commercial & Specialized Industries platform. Direct interaction with senior leaders and bankers; drive advisory, capital markets, and top payments opportunities with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments partners. Responsible for executing operating rhythms, data analysis, reporting, and internal communications; guide Insurance Services teammates; develop and manage a comprehensive Credit Book; manage client/prospect prioritization; stay informed on industry trends for opportunities; develop Salesforce dashboards to monitor activities; travel to top markets for in-person banker training and business development meetings with clients and prospects. Required skills include advanced Insurance Services knowledge, extensive lending/credit experience, Salesforce proficiency, strong communication, collaboration, and proven sales/business development capabilities. Preferred qualifications include Master’s degree and formal credit training; strong relationship-building and project execution abilities.
Required Qualifications
- Advanced knowledge of Insurance Services business model
- Seven plus years direct lending or credit support related experience
- Advanced knowledge of Salesforce CRM system
- Advanced understanding of Commercial Banking credit and treasury products
- Strong oral and written communication skills
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding goals; proven top individual contributor
- Sales management and business development skills
- FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
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