Executive Job Description | Retail and Commercial Banking Head(Director) F/T NYC
15+ years operating comfortably with the executive management and board members of large financial services companies and accepted as an advisor at these levels. Acknowledged to be an expert in the Retail & Commercial Banking covering consumer services, small business, asset management and investment management. Accustomed to presenting to both small and large groups and at major conference events. The candidate should be able to translate complex ideas and concepts into business value. Brings a strong track record of delivering Retail/Commercial Banking solutions that transform the fundamentals of the business. 10+ years of experience providing consultative solution selling to diversified Retail/Commercial Banking and Financial Services global organizations that have industry leading lines of business in retail and small business services.
Technical/Functional Skills - Existing relationships with senior executives with buying power at Citibank, JPMC, Bank of America and other major money center retail institutions. Must be able to leverage these relationships in order to generate sales opportunities.
- A functional domain expertise in one or more of: commercial/wholesale banking, retail (deposits and lending), consumer services, mobile and card channels and have general knowledge of processes and systems across all domains.
- Understanding of, and ability to demonstrate, implementation of IT and non-IT best practices in retail and commercial banking.
Experience Required - demonstrated track record of annually generating multi-million dollars of consultative solution sales at retail & commercial banking key clients.
- verifiable list of retail/commercial banking senior executive contacts where the phrase ‘senior executive’ equates to an individual who can give the final say on consulting contracts leading to an annual consulting revenue stream of $10M+.
- Experience with target account business development planning and execution (strategic planning, demand generation, opportunity identifications and opportunity pursuit, sales closure) within Retail & Commercial Banking prospects.
- Provide Retail & Commercial Banking senior “trusted advisor” role to account teams and client executives.
- Provide leadership to identify and convert opportunities for services into delivered revenue streams across consulting and other Practice units.
- Hands-on experience performing demand generation activities including, but not limited to, attending social client gatherings, creating ‘pitch’ presentations, delivering pitches, and defining ROI.
Roles & Responsibilities - Develop and continuously maintain a $5M+ consulting pipeline of sales opportunities.
- Develop and continuously maintain a $10M+ large deal pipeline of opportunities for the BPO, ADM and other large services.
- Lead the development, maintenance and implementation of consulting sales strategy.
- Hands-on client management experience overseeing delivery engagements and handling the issues and follow-on opportunities resulting from this type of role.
- Development of innovative intellectual capital in Commercial Banking for senior client presentations and external publication.
Generic Managerial Skills -Demonstrated ability to expand client relationships up-line to “CX” level.
- Aggressive analytic and problem solving excellence
- Superior written and oral communications skills.
- Dynamic time management under pressure and constantly changing priorities.
- Ability to overachieve against personal and team performance metrics in a highly matrixed multi-culture global operating model.
Education
BA/BS College Deg required.
- MS/MBA Degree is noteworthy, but optional Primary base: Charlotte NC or NYC.
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