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As a Relationship Executive on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling. Specific calling goals are developed depending upon client portfolio responsibilities. However, calling requirements have a strong emphasis on in-person meeting with clients and prospective clients. In addition, credit process management is a critical component of your responsibilities, as well as possessing the following attributes:
Qualifications
Experience
Skills
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