Sr. Banking Advisor
Core
Develops new client relationships and manages complex wealth management banking, credit, and treasury relationships for sophisticated individuals, families, and corporations.
Role type
Senior Banking Advisor (Wealth Management & Commercial Lending)
Builds
Complex loan and lease agreements, financing structures, and strategic banking solutions
Domain
Banking, Wealth Management, Commercial Lending
Required skills
Client relationship development, complex loan structuring, negotiation, financial analysis, strategic business planning, cross-functional leadership, investment consulting, fiduciary services
Preferred skills
Advanced knowledge of banking industry competition, commercial leasing, investment concepts, trust services
Technologies
N/A
Responsibilities
Identify prospects and develop marketing strategies for specific clients; structure and negotiate complex loan/lease agreements; analyze and negotiate loan terms (pricing, interest rates, swaps); advise on Goals Driven Wealth Management; generate leads through COI relationships; provide high-level technical consulting to teams; lead others to solve complex problems
Seniority
Senior, hands-on IC with strategic direction
