Sr. Relationship Manager - Global Commercial Banking (Middle Market) Los Angeles, CA
$140,000–$235,000 year
On-siteLos Angeles, California, United States
Job Summary
Manage an extensive portfolio of complex clients with annual revenues of $50 million to $2 billion, serving as the primary point of contact to acquire, deepen, and maintain profitable relationships. Analyze financial and cash flow statements to assess company conditions and identify cross-selling opportunities while collaborating with teammates in Investment Banking, Foreign Exchange, and Wealth Management to design tailored financial solutions. Lead dialogue on industry trends, alternative capital structures, and business issues, coaching peers and adapting to market changes. Requires 10+ years in Commercial Lending or Investment Banking, Series 7 & 63 licenses, and a minimum of 40 hours per week in the 1st shift.
Required Qualifications
- Minimum of 10 years' experience in Commercial Lending or Investment Banking
- Demonstrates ability to successfully manage an extensive portfolio of clients
- 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
- Must obtain SIE, series 7 & 3 license within 180 days of start date
- Undergraduate degree
- Majors in business, finance or economics
- MBA
Desired Qualifications
- Existing knowledge of the market
- Active networking contacts and Centers of Influence established in the market
- Active member/participation in local community organizations
- Majors in business, finance or economics preferred
- MBA desirable
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