Director, UHNW Lending

Responsibilities

• Manages the preparation of new lending proposals or presentations to clients/prospects.
• Ensures new business meets policy and procedures requirements for profitability and risk management.
• Provides advice and support with a focus on unique and complex credit transactions for prospects and clients.
• Identifies cross‑selling opportunities to increase client penetration for banking, investments and deposits.
• Negotiates directly with clients on new and existing opportunities.
• Works directly with clients in the event of deteriorating credit situations.
• Provides day‑to‑day technical support and management of accounts for team members and customers.
• May act as lead relationship manager.
• Supports the sales process and client experience, identifying gaps, issues and best practices.
• Ensures timely resolution of all client questions and concerns, both internal and extern...