p>Essential Functions • Networks inside and outside of the company to broaden business knowledge and increase personal effectiveness; involvement in industry-related associations; establishes a network within the financial community • Acts as product banker and advisor for major Affordable Housing clients • Adds new dimension to the client relationship by creatively drawing on the full resources of the company • Keeps abreast of emerging client trends • Gathers information to understand client strategies and their view of market opportunities • Modifies proposals or plans to deal with clients concerns and incorporate clients suggestions • Develops and maintains important client relationships and generates revenues from these relationships • Demonstrates the organizations value to clients in terms of clients financial strategies and measures • Identifies ways that the organizations product, sales, and service units work together to deliver value • Searches actively for ways to contribute to client profitability • Develops and maintains partnerships with all peers in Public Sector and Fixed Income to provide high-quality solutions and service to clients • Provides technical and developmental support to more junior individuals on the team • Assembles a balanced, diverse team to provide high-quality solutions and service to clients • Makes a systematic analysis to determine the cause of a problem and identify constraints before recommending action; acts decisively to implement solutions, resolves crisis, and follows up to assure resolution • Demonstrates an understanding of what is working, what is not working, and how to improve; searches actively for efficiencies in the way the organization services clients • Internal and external recognition of expertise • Executes strategy within corporate guidelines and policies • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Keys clients and Key. Work Experience • 7+ years of relevant banking experience, with proven client relationship/sales abilities in the focus sectors within Public Finance (required) • Proven and experienced in investment banking and capable of complete independent activity, including origination, structuring, and execution of large, complex transactions (required).
Charlotte, NC23 days ago
- $290,000–$500,000 Per Year
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Be recognized as an acknowledged expert in their field and be able to build upon a network of influence among municipal market professionals including chief financial officers, bond lawyers, credit providers, financial advisors, rating agencies, and key industry vendors.
