Responsibilities

Manages the preparation of new lending proposals or presentations to clients/prospects.

Ensures new business meets policy and procedures requirements for profitability and risk management.

Provides advice and support with a focus on unique and complex credit transactions for prospects and clients.

Identifies cross‑selling opportunities to increase client penetration for banking, investments and deposits.

Negotiates directly with clients on new and existing opportunities.

Works directly with clients in the event of deteriorating credit situations.

Provides day‑to‑day technical support and management of accounts for team members and customers.

May act as lead relationship manager.

Supports the sales process and client experience, identifying gaps, issues and best practices.

Ensures timely resolution of all client questions and concerns, both internal and external.

Performs ...