Relationship Executive-Insurance Services-Executive Director
On-site · Dallas, Texas, United States
Job Summary
Relationship Executive within the Commercial Banking and Specialized Industries Insurance Services team serves as an individual contributor to grow the business, focusing on new client development and existing client deepening across the platform. Works directly with the Managing Director and Insurance Services teammates to execute strategy, drive advisory and capital markets opportunities, and partner with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments teams. Responsibilities include executing operating rhythms, data analysis, report distribution, guiding Insurance Services teammates, developing and managing a comprehensive Credit Book, prioritizing client/prospect lists, staying current on industry trends to identify strategic partnerships, building and maintaining Salesforce dashboards to monitor activity, and traveling to top markets for in-person banker training and business development with clients and prospects.
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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