Relationship Manager, Technology – Institutional Client Group

Responsibilities

• Handle and grow a complex portfolio of loans
• Prospect for and close new business relationships
• Retain and expand relationships with existing customers
• Sell appropriate bank products and services to prospects and clients
• Take a leadership role in all aspects of client relationship management
• Dedication to customers, quality, accountability, loan and deposit growth, and fee income growth

• Bachelor's or Master's degree in finance, accounting or other related field
• Typically 10 or more years of banking experience
• Subject matter expertise and experience working with clients in the technology sector
• Excellent sales management and business development skills with demonstrated results in supporting business development initiatives and driving new client acquisitions
• Considerable knowledge and experience in managing and growing a large portfolio of mid and large corporate clients
• Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners)
• Strong knowledge of bank loan market (i.e., terms, pricing) and comfort with credit underwriting
• Experience with traditional bank operating products (treasury management, corporate card/payables, capital markets, trust and custody)
• Excellent verbal and written communication skills
• Well‑developed analytical, decision‑making and problem‑solving skills
• FINRA Series 79 and 63 licenses