About The Position

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.

Requirements

  • Seven plus years of lending or credit support related experience with a focus on business relationships
  • Understanding of Commercial Banking products and services
  • Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
  • Ability to collaborate with internal partners and resources
  • Demonstrated experience of meeting or exceeding sales goals
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Deep local connections and market knowledge
  • Corporate finance expertise and strong transaction execution skills
  • FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Nice To Haves

  • Bachelor’s degree and formal credit training
  • Sales management, business development skills, proficiency in building and maintaining positive client relationships
  • Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
  • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
  • Excellent business judgment, strategic thinking, self-directed, proactive and creative

Responsibilities

  • Act as a primary interface with our Mid-Cap Investment Banking Team
  • Acquire new clients and maintaining and deepening a portfolio of relationships.
  • Act as the interface between our financial sponsors team and portfolio companies
  • Growing and retain profitable relationships within the Mid-Corporate Banking target market
  • 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 further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
  • Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
  • We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service