SVP – Senior Relationship Banker

Proficient in Microsoft Office Suite, with exceptional Excel skills.
Experience working with banking and credit software.
Strong mathematical skills.
High initiative and follow-through.
Ability to work independently and with a team.
Excellent written and verbal communications skills.
Able to organize, prioritize, multi-task, and be a self-starter.
Experience working with high net-worth individuals.
Bachelor’s Degree in Business or related experience (Required).
10-15 years of business development or client development experience (Required).
5-7 years of lending and/or underwriting experience (Required).
NMLS certification upon hire (Required).

Assigns and contributes to profit center production goals including loans, deposits, and assets under management; Sets objectives for referrals to other product groups, to be assigned in conjunction with the annual office sales goals.
Responsible for identifying and introducing new clients to the firm.
Ensures daily calling activity for retention, prospecting, referrals, including initiating joint calling efforts for instruction, coaching, and mentoring.
Manages Relationship Banking team workload and delegates based on capacity, and according to sales and service metrics and client segments.
Responsible for effective new associate onboarding, career pathing, recruitment, coaching and retention.
Promotes effective forecasting, pipeline management and CRM discipline.
Drives initiatives around expanding client relationships, new product strategies, and reducing attrition.
Ensures proactive new opportunity progression through the application, approval, closing, and onboarding process. Reviews and releases underwriting and analysis for new loans prior to final submission and approval.