Stephen Fields Email & Phone Number

Toronto, Ca

Primary focus is on finding new business opportunities to sell the Bank's products and services and retaining and expanding existing relationships. Responsible for contributing to the assigned Region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex relationships including direct lending and agented syndicated facilities. May act in as a team leader for other Relationship Managers by providing guidance and work flow support. May have oversight for budget and P & L. This position is the most experienced level of Relationship Manager job family in addition to providing direction for strategies for soliciting and growing the portfolio.

Toronto, Ca

Responsible for the sourcing, securing, developing, and retaining profitable business banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank’s products and services and retaining and expanding existing relationships. Responsible for contributing to the assigned Region’s credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintain and grow current relationships by presenting new lending opportunities and cross selling business and personal banking products to existing clients. Takes primary responsibility as the assigned officer for a portfolio of the most complex business banking or community market commercial relationships. Responsible for the largest and most complex business banking and community market commercial relationships as applicable to the line of business. Sales revenues generally range between $10MM to $50MM.

San Francisco, California, Us

Effectively acquire, manage and grow profitable account relationships with business customers that have annual gross sales of generally $5MM-$25MM. Ensure the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers. Partner with existing customers in order to fully understand their businesses, goals, strategies and challenges. Perform effective financial analysis and underwriting in the areas of credit, cash flow and collateral. Effectively partner with other Bankers and lines of business to deliver the full complement of products and services.

Mclean, Va, Us

Responsible for discovering, building, and managing, new and existing relationships with both businesses and high net worth individuals within an assigned region/community. Responsibilities include managing a client portfolio comprised of Treasury Management and credit clients; specializing in deepening relationships and generating additional revenue from existing clients. Develops, markets and administers, demands and time deposits, existing loans and cross sells related banking accounts and services. Experience includes businesses and clients in the range of $2MM to $15MM in sales revenues.

Mclean, Va, Us

Supported several Business Bankers while assisting in discovering opportunities to grow client relationships and identifying business opportunities to deepen relationships. Consistently meet and exceed monthly referral goal. Within the same time frame, stepped into the role of trainer and mentor to new hires.

New York, Ny, Us

Identified customer needs and cross sold the bank's products and services while working closely with colleagues to ensure all business opportunities were realized. Developed and maintained relationships with clients to capitalize on future business opportunities. Consistently met and exceeded branch production goals including remaining within the Top Ten Personal Bankers within the District for monthly production. Provided leadership and guidance to other colleagues to increase branch sales.

Assisted Head Broker in discovering and profiling new investment opportunities. Performed account maintenance which included placing daily prospect calling to potential and existing clients to expand customer relationships. Organization and production of buy/sell tickets. Researched and reported daily market activity and potential future investment opportunities.