Training Consultant

Responsible for servicing and broadening relationships of existing clients in the areas of credit and deposit services.  Manages complex credit and deposit relationships for individuals, corporations and partnerships. Develops and cultivates relationships with new and existing clients becoming a trusted advisor. Gains an intimate understanding of the client and client’s family enabling a consultative relationship to provide solutions and develop new banking, fiduciary and investment management opportunities.

Major Duties

• Manages complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services.
• Acts as key contact to client’s senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving.
• Communicates with client on emerging issues, bank products/services, and legal/regulatory changes translating the impact on our client’s activities and banking services.
• Identifies opportunities and develops an on-going marketing strategy for specific clients. 
• Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution.
• Advises and consults with clients as it relates to Life Driven Wealth Management.
• Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities.
• Oversees the preparation and negotiation of documentation necessary for financing arrangements.
• Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps.
• As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
• Carries out activities that are large in scope, cross-functional and technically difficult
• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
• Conducts preliminary analysis
• Responsible for direct interaction with different committees and/or management
• Strategic in developing, implementing and administering programs within functional areas