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Strategic Relationship Manager

2 months ago

Los Angeles, California, United States Hispanic Technology Executive Council Full time
Job Summary

The Mid-Corp Relationship Manager is a key professional responsible for building and maintaining strategic relationships with mid-corporate clients. This role requires a deep understanding of the client's business needs and the ability to provide tailored solutions to drive business growth.

Key Responsibilities
  • Develop and execute strategic plans to deepen relationships with mid-corporate clients
  • Provide expert advice on banking and investment products to clients
  • Work closely with product specialists and subject matter experts to structure innovative solutions
  • Identify cross-sell opportunities to increase share of wallet
  • Maximize client experience through proactive sharing of market updates and trends
  • Drive innovation in solutions provided to clients
  • Execute strategic initiatives launched centrally
  • Network with clients to identify new business opportunities
  • Administrate the credit relationship of the client
  • Ensure compliance with regulatory requirements and company policies
Requirements
  • 10+ years of experience in relationship management or a related field
  • FINRA Series 79, 63, SIE (current or ability to obtain upon hire)
  • Sound knowledge of banking and investment products
  • Demonstrated expertise in credit skills and Early Warning Detection
  • Excellent interpersonal, communication, and influencing skills
  • Ability to work effectively in a team setting
  • Ability to adapt to changing priorities and make sound decisions
Education
  • Bachelors/University degree, Masters degree preferred