Sr. Banking Advisor

Sr. Banking Advisor

Requirements

• Advanced understanding of the banking industry, competitive landscape, and credit/lending practices.
• Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions.
• Strong negotiation, leadership, and relationship management skills.
• Excellent oral and written communication abilities.
• High adaptability and flexibility in a fast-paced, evolving environment.
• Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings.
• Capable of influencing stakeholders and communicating complex concepts effectively.
• Demonstrated expertise in a specialized banking or financial discipline.

Responsibilities

• Proactively develops new client relationships and identifies prospects, creating tailored marketing strategies for targeted outreach.
• Manages sophisticated credit, deposit, and treasury management relationships for high-net-worth, family offices, closely held business and non-profit organizations.
• Identifies and facilitates opportunities across investment, fiduciary, and wealth management solutions beyond banking services.
• Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks.
• Analyzes and negotiates key loan terms, including pricing conditions, interest rates, and interest rate swaps, ensuring compliance with Credit Policy Committee guidelines.
• Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements.
• Acts as a trusted advisor to clients on goals-based wealth management strategies.
• Develops and maintains a strong network of Centers of Influence (COIs), leveraging relationships to generate new business opportunities.
• Serves as a subject matter expert, providing in-depth consultation and leadership to colleagues and internal partners.
• Leads strategic initiatives and cross-functional projects that are broad in scope and technically complex.
• Interfaces with senior leadership, committees, and other internal stakeholders to provide insight and drive strategic initiatives.
• Balances day-to-day operational execution with long-term business development and strategic planning responsibilities.
• Mentors junior team members and contributes to the development of best practices within the banking team.

Preferred Qualifications

• Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing.
• Experience leading functional teams or managing moderate-risk projects is preferred.
• Bachelor’s degree in Finance, Business, Economics, or a related field required; advanced degree or professional certifications (e.g., CFA, CFP) preferred.