Portfolio Banker - Global Corporate Banking - Financial Institutions Group
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Portfolio Banker in the Global Corporate Banking & Specialized Industries Financial Institutions Group, you will be the primary relationship manager for a portfolio of accounts. Working both independently and as part of a team, you will deliver comprehensive solutions to our clients. Your primary focus will be on maintaining and deepening existing client relationships, while also seizing the opportunity to create new relationships from prospects. As a Portfolio Banker you are required to have deep working knowledge of our solutions, including, but not limited to Treasury Services, Commercial Card, Trade, Credit, etc., and will interact and liaise with other areas of the organization including client service associates, officers, Treasury Management Officers.
Job responsibilities
- Manage client relationships to ensure proper servicing of accounts
- Identify opportunities to deepen existing relationships and develop new ones by utilizing a consultative approach to determine client requirements and recommended appropriate solutions
- Ensure documenting client and prospect meetings with call reports and maintaining CRM system updates
- Deliver Treasury solutions and finding cross-sell opportunities for clients independently and in coordination with partners as needed
- Responsible for ensuring that all opportunities are entered and managed throughout the appropriate pipeline
- Review assigned client base and new referrals from partners to maintain a high quality of portfolio clients
- Responsible to ensure the client’s operational needs are serviced in a timely and high-quality manner.
- Responsible for annual coverage review of product sets and delivering the products and services of the firm to clients
- Oversee, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues
- Support KYC officer in completion of AML/KYC due diligence including approving forms that reflect true relationship knowledge
Required Qualifications, Capabilities and Skills
- Seven plus years of banking experience, including sales and relationship management
- Strong creative solution and problem solving abilities as well as investigatory, due diligence and risk analysis skills
- Knowledge and understanding of Treasury Service products, and Commercial Banking products and services
- Able to work independently multi-task and handle a sizeable account load with strong time management, organizational and planning skills
- Demonstrated experience of meeting or exceeding sales goal and ability to mobilize internal networks and resources.
- Detail-oriented
- Strong client-facing skills
- Excellent verbal and written communication abilities
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree
- Completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role
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