Relationship Manager, Technology – Institutional Client Group

Responsibilities

Handle and grow a complex portfolio of loans

Prospect for and close new business relationships

Retain and expand relationships with existing customers

Sell appropriate bank products and services to prospects and clients

Take a leadership role in all aspects of client relationship management

Dedication to customers, quality, accountability, loan and deposit growth, and fee income growth

Qualifications

Bachelor's or Master's degree in finance, accounting or other related field

Typically 10 or more years of banking experience

Subject matter expertise and experience working with clients in the technology sector

Excellent sales management and business development skills with demonstrated results in supporting business development initiatives and driving new client acquisitions

Considerable knowledge and experience in managing and growing a large portfolio of mid and large corporate clients

Demonstrated experience in building relationships and credibility with internal stakeholders (portfolio management/credit risk management/product partners)

Strong knowledge of bank loan market (i.e., terms, pricing) and comfort with credit underwriting

Experience with traditional bank operating products (treasury management, corporate card/payables, capital markets, trust and custody)

Excellent verbal and written communication skills

Well‑developed analytical, decision‑making and problem‑solving skills

FINRA Series 79 and 63 licenses

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