Senior Banking Advisor

Senior Banking Advisor responsible for developing new client relationships and deepening existing ones for the Bank, managing complex credit and deposit relationships for high-net-worth individuals, family offices, and non-profit organizations.

Requirements

• Advanced understanding of the banking industry, competitive landscape, and credit/lending practices.
• Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions.
• Strong negotiation, leadership, and relationship management skills.
• Excellent oral and written communication abilities.
• High adaptability and flexibility in a fast-paced, evolving environment.
• Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings.
• Demonstrated expertise in a specialized banking or financial discipline.
• Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing.
• Experience leading functional teams or managing moderate-risk projects is preferred.
• Bachelor’s degree in Finance, Business, Economics, or a related field required; advanced degree or professional certifications (e.g., CFA, CFP) preferred.

Benefits

• Reasonable accommodation
• Flexible working requirements