What are the responsibilities and job description for the Executive Portfolio Management Specialist position at New Edge Associates a Talent Acquisition Firm?
About the Opportunity
">- Job Summary: Contribute to the bank's business results as a Senior Financial Institution Account Manager, focusing on relationship management and business development.
Key Responsibilities
">- Develop and maintain a portfolio of high-quality, complex corporate relationships, ensuring long-term profitability and client satisfaction.
- Promote and cross-sell a range of banking products and services to existing clients, focusing on deepening relationships and increasing share of wallet.
- Collaborate with business units to leverage synergies and enhance the client experience, identifying opportunities to deepen relationships and increase share of wallet.
- Evaluate and manage credit risks, ensuring prudent judgment is exercised and full compliance with banking regulations.
- Participate in networking events and outside calling programs to promote commercial lending services and develop new business opportunities.
- Maintain ongoing contact with clients, assessing their evolving financial needs and preparing loan proposals for senior management and loan committees.
Requirements
">- Minimum 10 years of experience as a commercial lending officer, managing complex and diversified lending relationships.
- Expertise in asset-based lending and trade-related lending required, with proven success in business development and relationship management.
- Demonstrated ability to work collaboratively with cross-functional teams, leveraging expertise to drive business results.
- Excellent communication and interpersonal skills, with a strong focus on client service and relationship building.
