Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

Executive Director, Capital & Advisory Solutions

Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.

Job Summary

As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.

Job Responsibilities

• Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
• Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
• Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
• Prepare and present financing feasibility and debt capacity studies.
• Review legal documents on existing ESOP deals to ensure compliance.
• Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
• Conduct periodic reviews of ESOPs to support credit exposure extensions.

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills