Relationship Manager
Miami, Florida, United States
Led commercial banking relationship efforts with growing middle market corporations by providing customized, value-added financial solutions. Supervised up to five person client team consisting of product and service specialists and initiated sales efforts and business development activities as needed. Product and service experience includes capital markets, treasury management, investment management, trade finance, derivatives, trust and private client services. Industry… Show more Led commercial banking relationship efforts with growing middle market corporations by providing customized, value-added financial solutions. Supervised up to five person client team consisting of product and service specialists and initiated sales efforts and business development activities as needed. Product and service experience includes capital markets, treasury management, investment management, trade finance, derivatives, trust and private client services. Industry experience in business and consumer services, manufacturing, distribution, healthcare, telecommunications, technology, government, financial services and not-for-profits.Successfully completed 12-month formal credit training program focusing on corporate finance, discounted cash flow modeling/forecasting, advanced accounting, financial analysis, capital markets and financial advisory products and services, and selling and negotiating skills. Show less