Description:  The position is a corporate banking Relationship Management role in the Corporate Client Banking Financial Institutions industry group, with a heavy emphasis on business development and market leadership.  The primary functions are to 1) generate new business opportunities, 2) manage existing relationships, and 3) represent our Financial Institutions banking practice in New York State.

The Financial Institutions Group is part of Corporate Client Banking within the Commercial Bank and is responsible for managing relationships with Banks, Thrifts and Credit Unions with assets up to $25 Billion.  We provide solutions to clients and prospects including: 1) Corporate Finance (Capital Raising, Securitization and M&A); 2) Interest Rate Risk Management; 3) Holding Company credit needs; 4) Bank Level credit (letters of credit, Overnight Liquidity lines); and 5) Treasury Services (deposit management, image cash letter, vault services, funds transfer and balance reporting).

The coverage area will include New York Metro, Long Island, and Upstate.  This position requires an experienced, qualified relationship manager capable of driving business independently.  The banker should have proven client relationship skills, an ability to call at the CEO/CFO level, extensive credit and treasury services product knowledge, corporate finance expertise and strong transaction execution skills.  Financial Institutions experience preferred.

Specific responsibilities and required skills are listed below.   

 

·         Identify, pursue and close sales opportunities for a broad range of financial products and services

·         Manage complex, multi-product client relationships as the primary financial institutions representative

·         Coordinate the sales and service efforts of multiple internal business partners

·         Proactively market clients and prospects; represent Financial Institutions in the local banking and business      communities; and develop a network of referral sources

·         Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance opportunities

·         Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests

·         Strictly comply with all regulatory and JMPC rules, policies, and procedures