Support the Relationship Manager in booking new business by preparing competitive credit packages in the assigned business segment in a timely manner to meet customer needs
Continually deliver exceptional customer service at every interaction and execute on plans to continuously improve the customer experience
Conduct appropriate market, industry and client research and risk analysis in support of the credit development and credit submission processes where appropriate
Prepare documentation in support of financial solutions for clients, including review and commentary on credit facility term sheets and timely completion of client presentations
Prepare and recommend credit submissions including annual and interim client reviews
Assist the AM in cross-selling the full range of products to existing and new customers, as applicable to maximize revenue/profit and...