Sr. Relationship Manager - Global Commercial Bank - Middle Market - Miami
On-siteMiami, Florida, United States
Job Summary
Manage an extensive portfolio of complex clients with revenues of $50 million to $2 billion, serving as the primary point of contact for advice and financial solutions. Acquire, deepen, and maintain profitable relationships through sales, prospecting, and cross-selling opportunities while collaborating with teammates in Investment Banking, Foreign Exchange, and Wealth Management. Analyze financial statements to assess company conditions and lead dialogues on alternative capital structures and industry trends. Coach peers, adapt to market conditions, and facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services. Requires 10+ years in Commercial Lending or Investment Banking; obtain Series 7 & 63 licenses within 180 days.
Required Qualifications
- 10+ years' experience in Commercial Lending or Investment Banking
- Demonstrates ability to successfully manage an extensive portfolio of middle market clients with revenues greater than $50 million
- Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions
- Professional proven sales skills and experience, including planning, execution and follow up of client meetings
- Strong corporate finance, capital markets and accounting acumen
- Financial modeling experience
- Completion of a formal credit training
- Outstanding oral and written communication skills
- Demonstrated leadership ability
- Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems
- Securities Industry Essentials (SIE)
- Series 7 license
- Series 63 license
- Undergraduate degree
- Majors in business, finance or economics
- MBA or equivalent experience
Desired Qualifications
- Completion of a formal credit training preferred
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