Relationship Executive - Mid-Corporate Banking - Executive Director
On-site · Irvine, California, United States
Job Summary
Relationship Executive in Mid-Corporate Banking seeks to acquire and deepen a portfolio of relationships with mid-sized companies ($100M–$2B in revenue). Act as primary interface with the Mid-Cap Investment Banking Team and the financial sponsors team, and interface with portfolio companies. Drive growth by acquiring new clients and retaining profitable relationships while collaborating with internal partners, leveraging industry knowledge and technology to identify opportunities, and executing transactions with strong business judgment. Must have seven-plus years in lending/credit, solid understanding of Commercial Banking products, proven client-relationship and sales track record, and the ability to engage with CEOs/CFOs. Licenses: FINRA Series 79, 63 and SIE required or to be obtained within 180 days of hire. A Bachelor’s degree and formal credit training are preferred. Location: Irvine, CA.
Required Qualifications
- Seven plus years of lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Market prospecting and client relationship skills
- Ability to engage with CEOs and CFOs
- Collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals
- Excellent organizational skills and ability to manage deadlines
- Strong interpersonal and influencing skills
- Deep local connections and market knowledge
- Corporate finance expertise and strong transaction execution skills
- FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Desired Qualifications
- Bachelor’s degree
- formal credit training
- Sales management
- business development
- experience with Financial Sponsors
- Direct Lending
- Capital Markets Solutions
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