Client Corporate Finance Group (CFG) Client Liason

Job Title:

Client Corporate Finance Group (CFG) Client Liason

Location:

CA - Los Angeles, La Playa

What you'll do:

As the CFG Client Liaison, you'll be responsible at group level for optimizing the client onboarding process and supporting the group leader in executing CFG’s internal team strategy. You'll provide the leadership needed to drive performance with regard to service level standards, operational process management and client onboarding and support processes, as well as function productivity and efficiency.

What we are looking for:

• Scope of responsibilities include, but aren't limited to, overseeing the CFG analysts that manage the CFG email box [40% of time], manage the new client and syndicated transaction onboarding process [35% of time], and serve as the liaison between CFG and internal teams [25% of time], including the Loan Admin/Closers, Specialty Finance Services (SFS), Client Service Advisors (CSA), Preferred Banking Team, and Treasury Management on new and existing deals

• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience

• Serves as a daily escalation resource to ensure client expectations are met or exceeded

• Gathers data to advance sale process and completes all required documentation

• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action

• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met

• May coordinate closing with closing department, clients and attorneys

• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation

• Ensures the required internal control standards for CFG inbox, including adherence to audit, regulatory and compliance policies

• Lead and develop some CFG Analyst(s); responsible coaching, performance management, training and development

• Tracks implementation requests to keep the process on track with timelines

• Maintains current client information on Bank CRM and DebtDomain system/files to ensure client history is accurate and complete

• Exercises judgment to identify, diagnose, and solve problems within given rules

• Works independently and regularly handles non-routine situations

• Broader work or accountabilities may be assigned as needed

Qualifications

• Bachelor’s degree; graduate degree or training preferred plus 8 or more years of directly related experience in Banking processes

• Knowledge of the Corporate Lending environment

• Advanced to expert knowledge of general banking activities, including deposit transactions, treasury management and/or other commercial banking products and services

• Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices

• Advanced to expert knowledge of deposit transaction activities, including item processing, exception processing, account analysis, and familiarity with compliance obligations and industry best practices

• Strong speaking and writing skills for internal and external audiences

• Previously leadership experience required

• Intermediate to advanced knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures, with an emphasis in treasury management, credit facilities, client service and syndications process

• Intermediate to advanced knowledge of deposit and payment products, and online technology platforms, sales concepts, and banking regulations

• Strong oral, written, and interpersonal communication skills required

• Ability to work independently with little supervisory oversight

Compensation: Salary range for new hires is generally $114,000.00 - $136,563.00 for Los Angeles, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you’ll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and out