You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive on the Middle Market Banking & Specialized Industries, Technology team is for you.
As a Relationship Executive, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Climate Technology.
The Technology team is part of . Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world’s most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
- Demonstrate the ability to build a brand within your market that represents Technology banking as the Leading Innovation Economy bank serving the best and most diverse clients
- Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
- Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
- Build and maintain relationships with key Venture Capital partner-level investors in the Boston ecosystem who are deploying equity into Climate Tech
- Apply knowledge of Climate Tech life cycle to help founders source the capital they need to successfully grow and scale their businesses
- Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
- Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
- 7+ years of related experience
- Strong understanding of Commercial Banking products and services
- Excellent sales management and business development skills
- Proficiency in building and maintaining positive client relationships
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree and formal credit training preferred
- Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
- Willing to be FINRA licensed (SIE, Series 79, Series 63)
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