Senior Banking Advisor

Responsibilities

• Develops new relationships
• Identifies prospects and develops the marketing strategy for specific clients
• Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
• Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
• Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc.
• Advises and consults with clients as it relates to Goals Driven Wealth Management
• Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
• As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
• Carries out activities that are large in scope, cross-functional and technically difficult

• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience
• Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience
• Skills in negotiation, leadership and sales are necessary to develop client and prospect relationships
• Excellent oral and written communication skills
• Highly flexible and adaptable to change
• Requires specialized depth and/or breadth of expertise in own job discipline or field