About this role
Job title: Sr. Banking Advisor
About the Role The Sr. Banking Advisor is a senior client-facing role that develops and manages high-value wealth management banking, credit and treasury relationships. The role identifies cross-sell opportunities, negotiates complex financing, and leads strategic initiatives to grow client base and coordinate cross-functional teams.
What You'll Do
- Develops new relationships and marketing strategy for specific clients.
- Manages complex wealth management banking, credit, and treasury relationships; identifies opportunities outside banking in investments and fiduciary.
- Structure and negotiate complex loan and/or lease agreements per guidelines established by senior bank and business unit management.
- Analyze and negotiate loan terms (pricing, interest rates, swaps, etc.); oversee documentation for financing agreements.
- Advise clients on Goals Driven Wealth Management.
- Generate leads through COIs and cultivate a network of additional COIs.
- Serve as subject matter expert providing comprehensive, in-depth consulting and leadership to team and partners at a high technical level.
- Undertake activities that are large in scope, cross-functional and technically difficult.
- Balance operational execution with development and execution of strategic direction of business function activities.
- Direct interaction with different committees and/or management.
- Develop, implement, and administer programs within functional areas.
- Lead others to solve complex problems.
What We're Looking For
- Advanced knowledge of the banking industry, competition and financing; knowledge of investments, trust and financial consulting concepts to identify cross-selling opportunities.
- Skills in negotiation, leadership and sales; ability to develop the client and prospect relationships and a partner network.
- Excellent oral and written communication skills.
- Highly flexible and adaptable to change.
- Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
- Communicates difficult concepts and negotiates with others to adopt a different point of view.
- Requires specialized depth and/or breadth of expertise in own job discipline or field.
Compensation & Benefits
- Salary range: USD 158,010 - 268,640 per year.
- Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
- Discretionary bonus program that may include an equity component.