Relationship Banker jobs in United States, Illinois, Chicago

Responsibilities:

• Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Industrials sector such as: buy and sell-side M&A, inclusive of cross-border transactions, as well as capital markets processes, including debt and equity offerings.
• Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
• Lead due diligence processes for investment banking transactions in the Industrials sector, such as: buy and sell-side M&A, inclusive of cross-border transactions, as well as capital markets processes, including debt and equity offerings.
• Prepare financial analysis, including detailed valuation analysis, such as: LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis in the Industrials sector, such as: buy and sell-side M&A, inclusive of cross-border transactions, as well as capital markets processes, including debt and equity offerings.
• Cooperate with analysts and associates on client coverage, origination and transaction execution teams.
• Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions.
• Attend client meetings with prospective buyers in sell-side M&A processes, including management presentations.
• Support internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee.
• Conduct research using Factset, Capital IQ, Bloomberg and Refinitiv to analyze market data and competitive dynamics.
• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Business Administration, Finance, Economics, Management Science, or related: and
• 3 years of experience in the job offered or a related Finance occupation.
• Must include 3 years of experience in:
• Global bank/bulge bracket investment banking transactions;
• Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets product;
• Preparing financial analysis, including detailed valuation analysis, such as: LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis;
• Conducting due diligence in connection with investment banking transactions;
• Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
• Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
• In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
• 15% domestic and International travel required, as necessary.

If interested apply online ator email your resume toand reference the job title of the role and requisition number.

EMPLOYER:BofA Securities, Inc.

Job Description:

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence

• Builds relationships with clients to meet financial needs

• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations

• Grows business knowledge and network by partnering with experts in small business, lending, and investments

• Manages financial center traffic, appointments, and outbound calls effectively

• Drives the client experience

• Manages cash responsibilities

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

• Collaborates effectively to get things done, building and nurturing strong relationships.

• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

• Is confident in identifying solutions for new and existing clients based on their needs.

• Communicates effectively and confidently, and is comfortable engaging all clients.

• Has the ability to learn and adapt to new information and technology platforms.

• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).

• Applies strong critical thinking and problem-solving skills to meet clients’ needs.

• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.

• Efficiently manages time and capacity.

• Focuses on results, while acting in the best interest of the client.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions.

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

• Six months of cash handling experience.

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

• Adaptability

• Business Acumen

• Customer and Client Focus

• Oral Communications

• Problem Solving

• Account Management

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Relationship Building

• Business Development

• Pipeline Management

• Prospecting

• Referral Identification

• Referral Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

Responsibilities

Reviews construction draw packages, identifies and helps resolve construction and title issues, keeps accurate records of detailed construction loan budgets and all sources of funds, including loan funds and non-loan sources of funds, and ensures loans are in balance all with some supervision Serves as a point of contact for assigned clients on all loan related servicing matters for moderately complex to complex deals which may include syndicated loans and delivers a high level of service to lenders, investors, borrowers, vendors, and Lines of Business while ensuring compliance with servicing agreements, government regulations, and the bank's policies with minimal supervision Coordinates fundings with Fulfillment and Assignment Desks as needed and ensures communications are timely and accurate Performs payoff quotes and related calculations including prepayment calculations Assists Loan Administrators with their primary responsibilities and helps managers in directing workflow and performing quality assurance activities.

Required Qualifications:

Has two or more years previous commercial real estate loan administration experience Familiarity with commercial credit or commercial loan terminology Experience with reading, interpreting, and analyzing complex legal documentation such as credit agreements, and amendments Highly organized, proactive, and able to plan, prioritize and manage deliverables Strong written and verbal communication skills; able to target messaging to different audiences Effective problem-solving skills Proficient computer skills, including Windows, Excel, Word, and Outlook Can work independently while balancing early escalation to ensure seamless closing Adapts well to a quickly evolving environment.

Finance, accounting, or mathematical background Experience with LoanIQ, ACBS, or similar booking platform Funding experience payments/advances to commercial loan clients Bachelor’s degree or equivalent loan administration experience Monitors, research and instructs payment processing for borrower payments, disbursements, and fees and collects appropriate fees due from the lender or servicer Maintains past due principal, interest, and fees as well as reconciliation exceptions within acceptable levels

Problem Solving

Recording/Organizing Information

Relationship Building

Data Collection and Entry Financial Analysis

Oral Communications

Written Communications

Data Management

Legal Structures and Legal Forms

Regulatory Compliance Result Orientation

High School Diploma / GED / Secondary School or equivalent

Job Description:

This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify business development, cross-selling opportunities for new and existing clients as well as focusing on overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of HENPF clients and prospects with annual revenues of $50 million and above to help companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management
• Intellectual Curiosity

Required Qualifications:

• 10+ years’ experience in broad based commercial lending/corporate finance/relationship management experience
• Demonstrates management capability of an extensive portfolio of Healthcare, Education and NFP 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 and the completion of a formal credit training preferred.
• 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 & 63(Must obtain SIE, series 7 & 63 license within 180 days of start date)

Desired Skills:

• Undergraduate degree in related field or equivalent work experience. MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in a specialty team with an interest in Healthcare, Education & NFP institutions.