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U.S. Bank · 1 day ago

ICG Senior Relationship Manager - Insurance

Charlotte, NC

Full-time

Hybrid

Senior Level, Lead/Staff

$215K/yr - $253K/yr

8+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The ICG Senior Relationship Manager - Insurance is responsible for managing relationships with Corporate Banking customers in the insurance sector, growing revenue, and providing financial advice while ensuring loan and portfolio credit quality.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Manages relationships with Corporate Banking customers within our insurance sector

Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships

Manages loan and portfolio credit quality, sources prospects and develops new customer relationships

Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients

Makes appropriate referrals

Qualification

Corporate banking experienceInsurance market knowledgeCredit risk accreditationRelationship managementBusiness development skillsAnalytical skillsLending experienceCoaching experienceFINRA Licenses 63Effective communicationPresentation skillsProblem-solving skillsTeam collaboration

Required

Bachelor's degree, or equivalent work experience

Typically eight or more years of corporate/commercial banking experience

Preferred

Experience in large corporate banking coverage, including at least 5+ years of covering insurance clients preferred

Strong relationship management and business development/sales skills

Well-developed analytical and problem-solving skills

Credit risk accreditation required; lending and debt structuring experience for insurance companies preferred

Demonstrated broad insurance market knowledge across life and non-life sectors

Thorough knowledge of bank products and services, including but not limited to, loan and debt capital markets, FX, liquidity and payments solutions, trust and custody services

Ability to work effectively with individuals and groups in managing client relationships

Effective presentation, verbal and written communication skills

Junior banker (analyst/associate) coaching and staffer experience

FINRA Licenses 63, 79 (pre or post hire)