高级中型市场银行家 - 医疗保健
Sr. Middle Market Banker - Healthcare
IL0511 芝加哥 LPO，LO0341 远程 - 美国，OH0100 远程 - OH，OH0523 印第安纳波利斯商务办公室，OH0713 NW Bancshares 总部职位描述
高级中型市场银行家 - 医疗保健负责为医疗保健客户提供可信的商业顾问服务，提供全面的银行解决方案以满足其财务目标和需求，同时通过定期的客户拜访建立推荐来源和影响力中心网络，以创造新的业务机会。该职位还负责管理医疗保健客户关系组合，确保卓越的客户体验，同时根据西北标准与组合管理团队合作，适当管理风险、信用质量、服务等。
主要职责
- 开发并扩展现有的商业银行关系
- 主动积极地成功引入新的客户关系到西北银行
- 定期与各类产品合作伙伴交流，讨论交叉销售机会和推荐，以拓展和深化客户关系
- 达成或超越预算目标
- 积极参与社区和专业网络活动
- 建立有意义的“影响力中心”关系
- 建立并维护持续的潜在客户名单，并制定对潜在客户、现有客户和影响力中心的拜访和会议计划
- 鼓励现有客户持续推荐各种产品和服务，并让客户及其员工在西北银行保持个人银行业务
- 管理信用和非信用客户的商业贷款组合
- 根据需要向信贷团队负责人和高级业务经理进行贷款陈述和建议
- 与信贷和组合管理团队合作，确保年度审查和信用额度续期按时完成
- 确保非信用客户有适当的现金管理和其他相关商业服务，且风险评级适当
- 按要求催收逾期账户
- 分析财务报表及相关信贷材料，持续了解客户表现并评估风险，同时与组合管理团队协作
- 与组合管理及贷款关闭团队合作完成贷款关闭
- 与组合管理团队合作，确保所有信贷文件包含最新的财务报表、机构报告等
- 参与
查看英文原文
IL0511 Chicago LPO, LO0341 Remote - USA, OH0100 Remote - OH, OH0523 Independence Bus Office, OH0713 NW Bancshares HQJob Description
The Sr. Middle Market Banker - Healthcare is responsible for serving as a trusted business advisor to healthcare clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. This person is also responsible for managing a portfolio of healthcare relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.
Essential Functions
- Develop and expand existing commercial banking relationships
- Prospect actively and successfully bring in new relationships to Northwest
- Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships
- Meet or exceed budgeted goals
- Actively participate in community and professional networking events
- Develop meaningful “Centers of Influence” relationships
- Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs
- Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest
- Manage a commercial loan portfolio of both credit and non-credit clients
- Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
- Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
- Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
- As required, collect on delinquent accounts
- Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
- Complete loan closings in partnership with Portfolio Management & the Loan Closers
- Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
- Participate in continued sales, product and credit training
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Education and Experience preferred
- Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing
- 6-8 years of account relationship management experience
- 6-8 years of experience consistently delivering strong Middle Market sales performance
- Extensive experience in originating and managing middle market banking relationships in healthcare
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas