Innovation Banking Executive Director

OUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Responsible for growing andretainingrelationships with targeted client group by coordinating all aspects of the client relationshipthrough thedelivery of value-added financial solutions (ranging from traditional to customized products) to existing and prospective clients that will help them to enhance their business.

• Develops business developmentstrategyto generate new business.

• Provides leadership and direction to other credit staff and fostersstrong communicationbetween customers and internal staff from application through closing.

• Coordinates all client-facing activities related to their clients, including credit support and other productarea(e.g., Treasury Management) partners.

• Responsible for the review and underwriting of credit requests and insuringappropriateness and satisfaction level of existing services provided.

• Responsible for developing revenue growth through generation of loans, deposits, feeincomeand cross selling all applicable bank services to existing customer base, and toidentifyandsolicitbank services to non-customers.

• Develops profitable new credit and non-credit new business within assigned territory.

• Develops intimate knowledge of all customers and prospect opportunities.

• Prepares and presents credit proposals for existing and new customers.

• Ensures that proposals are complete,viableand that sources of repayment are sound and well documented.

• Responsible for relationship review and overall relationship profitability.

• Works with Portfolio Manager, Credit Analysts, and other members of the Credit Department to underwrite credit requests.

• Ensuresproper reporting, documentation, and review todeterminethat a loan is an acceptable risk.

• Monitors, on an ongoing basis, information concerning customer performance, abilities, and industry todeterminethat loan is an acceptable risk.

• Attends community and/or industry-specific forums,conferencesand/or meetingstobroaden relationshipnetworkand continually deepen knowledge of trends and practices.

• Provides support to the Capital Markets businesses by assessing whether securities products and capital markets services would beappropriate fora particularclient andworking with the Capital Markets teams to provide those products and services to clients.

MINIMUM REQUIREMENTS:

• Undergraduate degreerequired, graduate degree preferred.

• 8– 10+ years of experience in Banking, Venture Capital Investing, Investment Banking, M&A or Capital Markets.    

• Minimum of 3 years of experience at the Director level.    

• Strong corporate finance and credit skills.

• Proventrack recordof success in working as a part of a team to originate, and close complex financial transactions.    

• Proven ability to pitch, win andexecute oncorporate finance ideas.

• Leadership experience and history of involvement in key decisions around a growing financial services business.

• Excellent presentation skills, both oral and written

• Strong relationship building skills

• The ability to interact effectively with senior executives inside and outside our organization.Expertisein one or more business sectors is a plus.

REQUIRED SKILLS:

Qualified candidates will bring professionalproficiency,generallyacquiredthrough8+years of relevant work or internship experience in finance, accounting, or a related field.

• Proventrack recordof success in leading teams to structure, negotiate and execute complex transactions.

• Visibilityto leadership as mentor intraining,retentionand development of talent.

• High attention to detail and commitment to deliver high quality work product consistently.

• Strong project management skills and ability to manage a team.

• Strong collaboration,communicationand leadership skills.

• Ability to obtain andmaintainrequired securities licensesin accordance withcompany policy. 

SKILLS FOR SUCCESS:

Successful candidates willdemonstratea higher degree ofproficiency(typically from8+years of practical experience or advanced academic exposure) across the following areas:

• Client Advisory & Relationship Management– Ability to lead strategic conversations, build trust, and deliver tailored solutions that deepen client relationships.

• Origination & Commercial Impact– Skilled inidentifyingopportunities, developing pitches, and converting ideas into revenue-generating engagements.

• Team Leadership & Development– Proven ability to mentor, develop, and lead high-performing teams.

• Market Insight & Thought Leadership– Ability to translate market trends into strategic content and client engagement strategies.