Western Alliance Bancorporation

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Relationship Manager - Equity Fund Resources (EFR)

at Western Alliance Bancorporation

Posted: 8/10/2019
Job Reference #: 5059

Job Description

  • Req No.
    Bridge Bank
    Commercial & Industrial Lending
    Regular Full Time
    New York
  • Overview

    We are looking for Relationship Managers who do things differently, who will go the extra mile to make sure our clients have the best chance of succeeding. Our ideal banker is someone who wants to join a growing team and be more than just a banker. They want to be a valued partner to some of the most innovative debt and equity funds in the country.


    As Relationship Manager you are responsible for making sure that client’s needs are met, and always being on the lookout for how we can do things better. Analyzing financial data to make sure that the client is within their covenants and identifying when a conversation needs to take place.

    Essential Duties:

    • Source prospects and develop new customer relationships with emphasis on the Equity Fund Resources platform
    • Analyze creditworthiness, structure and negotiate loan transactions, prepare loan proposals, and present credits to the loan committee for approval
    • With assistance of credit analysts, prepare credit write-ups which are complete and adhere to Bank standards
    • Maintain an effective calling program on customers, prospects and referral sources
    • Identify cross-sell opportunities and make appropriate referrals
    • Complete understanding of internal Bank departments/process in order to complete banking functions
    • Accept special projects in support of the team and community involvement


    Experience Requirements:

    • 5-10+ years of Lending experience, ideally in Equity Fund, Leveraged Finance, Investment Banking, or Corporate Lending (middle market or VC backed start-ups)
    • Team training and previous management of credit analysts desired
    • Understand and follow BSA/AML/OFAC policy and procedures as applicable to job function and promptly report suspicious activity when identified
    • Proficient in Microsoft Office with particular skills in Excel, ITI, One Point, etc.
    • Bachelor's degree (Business, Finance, Accounting or equivalent area of study) required.

    Required Skills:

    • Clear understanding of financial statement analysis and strong accounting skills
    • Ability to make daily credit decisions
    • Strong credit authorization skills
    • Strong written and verbal communication skills, interpersonal skills, negotiating and problem solving skills
    • Previous relationship management and business development/sales skills are required
    • Understand loan documentation including funding requests, Business Finance Agreements, UCC perfection, etc.
    • Excellent client service skills.