Territory Manager managing small business sales for Hartford in the Los Angeles area. Building relationships with agents/producers and exceeding financial objectives in assigned territory.
About the role
- Commercial Relationship Manager responsible for business development and client portfolio management in banking. Engages with senior executives and partners to provide tailored financial solutions.
Responsibilities
- Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area.
- Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company.
- Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects.
- Solicit participation in public debt issuance for clients.
- Participate in community activities.
- Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Requirements
- Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- Minimum of 10 years Commercial Banking experience.
- 9 years of relationship account management experience preferred.
- Formalized commercial credit training or equivalent credit experience required.
- Underwriting experience preferred.
- Proven track record of partnership with investment bankers to provide strategic and capital market advice.
- Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
- Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
- Exhibits strong presentation skills in both large and small group settings.
- Proven ability to communicate with impact.
- Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
- Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
- Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
- Determines task and resources and project requirements by breaking them down into tasks and defining roles and responsibilities.
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
- Proven ability to work in a team-based sales environment.
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Benefits
- Comprehensive benefits
- Differentiated compensation offerings
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