Sr. Relationship Manager - Global Commercial Banking (Middle Market) - San Diego, CA
$140,000–$235,000 year
On-siteSan Diego, California, United States
Job Summary
Manage an extensive portfolio of complex clients and prospects 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 industry trends, then collaborate with teammates across Investment Banking, Foreign Exchange, and Wealth Management to design and deliver tailored financial solutions. Lead dialogues on alternative capital structures and business issues while coaching peers and adapting to market shifts. Requires 10+ years in Commercial Lending or Investment Banking, Series 7 & 63 licenses, and a 1st shift schedule.
Required Qualifications
- Minimum of 10 years' experience in Commercial Lending or Investment Banking
- 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
- Capability to organize, facilitate, lead and negotiate with a team of bank associates to solve client problems
- Securities Industry Essentials (SIE) license
- Series 7 license
- Series 63 license
- Obtain SIE, Series 7 & 63 license within 180 days of start date
- Undergraduate degree
- Major 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 (for undergraduate degree)
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