Role Description Coordinate corporate banking functions to develop and implement customer‑centric relationship plans. Organize targeted campaigns and events. Develop and maintain customer database, including calls and results on all new and existing business relationships. Manage existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross‑sells while delivering an excellent customer service experience. Role Objectives: Delivery Coordinate corporate banking functions to develop and implement customer‑centric relationship plans. Coordinate and organize targeted campaigns and events. Create targets and monitor results. Develop and maintain customer database including calls and results on all new and existing business relationships. Participate in weekly pipeline meetings. Understand the client's business environment, strategies and industry to better determine their credit / service / IB requirements, identify potential new business opportunities, and provide needs‑based solutions. Maintain ongoing contact with clients to be kept current on significant changes in financial condition or operations. Maintain and apply a thorough understanding of the bank’s products, credit policy, client eligibility and all necessary business practices to sell products and services and ensure smooth transaction approval and processing. Working with corporate banking functions, structure and negotiate credit / service / IB requests. Ensure proper reporting and documentation within prescribed credit and risk parameters. Working with corporate banking functions, prepare and deliver pitch materials and offering memorandums including research, financial modeling and transaction narratives. Manage existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross‑sells while delivering an excellent customer service experience. Monitor all credits through periodic reviews, continued analysis, proper credit quality grading, and proper documentation, and analyze delinquent loans or those out of compliance with covenants and formulate recommendations for loan modification / provisions. Role Objectives: Interpersonal Using relationships cultivated across the organization to discover client needs, create new lending products and opportunities based on those needs. Create new products and build a trusted and productive sales and service referral process through relationships with coverage, sales and lending units. Network within the industry through meetings, events and involvement with trade organizations. Represent the bank through proactive participation in community, charitable, business and social activities to allow for maximum client and customer contact. Participate in long- and short‑term planning, new product development, and board committees. Role Objectives: Expertise Demonstrate a solid understanding of products, practices, rates and trends in the market, especially client and industry trends, in order to be responsive to client requests. Display a thorough knowledge of all lending products offered by the bank and competitors and the current and upcoming needs of customers that will drive business. Apply a working knowledge of securities markets and capital market operations to respond to client requests. Communicate analytical and marketing data effectively. Demonstrate a working understanding of legal, accounting and regulatory issues to better craft client solutions. Qualifications and Skills Recommended years of experience: 7 Additional Requirements SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in‑office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at #J-18808-Ljbffr