Analyze market data, build detailed financial models, and prepare client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory. Manage client transactions from pitch to close under the...
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings. Helps...
Champion a culture of innovation and a customer centric mindset. Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships. Find ways to drive new client acquisition...
Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models. Assist with client call...
Complete annual reviews on properties and borrowers to derive at appropriate risk ratings. Review annual property operating statements, rent rolls, and local market conditions to determine overall property performance and...
Analyze market data, build detailed financial models, and prepare client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory. Manage client transactions from pitch to close under the...