Relationship Executive - Beverage Banking - Executive Director

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.

As a Relationship Executive within the Beverage Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Commercial and Specialized Industries target space.

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card, and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset

• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

• Provide proactive coverage of a multi-state/segment territory on the East Coast and Midwest that requires a willingness to travel for in-person client meetings

• Partner with colleagues within Commercial & Specialized Industries, primarily with Core, TDC/DCI and MNC as a Discipline Model

• Become the industry expert within beverage across multiple sectors including wholesale distribution, brands and suppliers and co-manufacturing for both alcoholic and non-alcoholic

• Actively partner across lines of business including but not limited to: Investment Banking, Syndicated Finance, Asset Based Lending and Direct Lending

Required Qualifications, Capabilities and Skills

• 8 plus years’ direct lending or credit support related experience with a focus on business relationships

• Understanding of Commercial Banking products and services

• Ability to collaborate with internal partners and resources

• Demonstrated experience of meeting or exceeding sales goals

• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines

• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred

• Sales management, business development skills, proficiency in building and maintaining positive client relationships

• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask

• Excellent business judgment, strategic thinking, self-directed, proactive, and creative