Act as the primary client advisor for high net worth clients, recommending banking, borrowing and investment solutions, coordinating advisory teams, and driving sales growth.
Locations (2)
Cincinnati, Ohio, United States
301 East Fourth Street, Ohio, United States
Compensation
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Recommend banking, borrowing and investment solutions
Lead and coordinate advisory team
Develop comprehensive financial plans
Prepare and deliver client presentations
Meet or exceed sales goals
Requirements
Bachelor's degree in business related field (preferred)
Serves as the key banking relationship manager for assigned commercial client relationships, driving financial performance and managing credit decisions.
Compensation
The pay range for this role is $120,000.00 to $200,000.00
Responsibilities
Prospects new business and deepens client relationships
Engages executive-level client contacts to assess banking needs
Provides customized banking insights and solutions
Leads business development efforts and cross-functional teams
Maintains active prospecting and client maintenance
Acts as a key banking relationship manager for middle market clients, focusing on business development, credit portfolio management, and credit analysis.
Compensation
The pay range for this role is $147,000.00 to Position $250,000.00.
Responsibilities
Serves as the key banking relationship manager for assigned middle market client relationships
Prospect new business and work with Solution Managers to deepen client relationships
Identify client needs and provide customized banking insights and solutions
Analyze credit to determine ability to meet requirements
Manage portfolio to ensure compliance and quality
Requirements
Nice to have: Commercial banking experience
Nice to have: Experience serving clients with $25MM+ annual revenue
Key banking relationship manager for middle market clients, responsible for prospecting new business, deepening client relationships, and managing credit decisions.
Compensation
The pay range for this role is $147,000.00 to $265,000.00
Responsibilities
Prospects new business and deepens client relationships
Engages with executive-level client contacts to assess banking needs
Drives financial performance through revenue and growth
Supports a portfolio of middle market clients with $50MM+ annual revenue
Leads business development efforts and cross-functional teams
Lead financial due diligence and M&A advisory engagements for private equity firms, corporate clients, and investment banks.
Compensation
For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000.
Responsibilities
Manage buy-side and sell-side financial due diligence engagements for M&A transactions
Assess quality of earnings, working capital adjustments, and cash flow trends to evaluate deal risks
Analyze financial statements, revenue models, and business operations to identify potential red flags
Lead the preparation of financial reports, executive summaries, and key transaction insights
Develop and review financial models, valuation assessments, and sensitivity analyses
Manages a loan portfolio greater than $100MM, establishes strategic partnerships, develops new business, and drives financial performance through profitable revenue and quality credit.
Compensation
$150,810 - $248,710 per year in CO
Responsibilities
Achieves individual annual production and growth goals for loan, deposits, and fees
Initiates and develops new business through outside business development activities
Ensures ongoing contact with new clients to enhance client’s experience
Develops a comprehensive understanding of the client’s needs based on analysis of financial data
Uses internal customer sourcing software to generate leads, track activities, and make referrals
Requirements
Bachelor's Degree in Business, Finance, or related field
Accountants responsible for preparing, reviewing, and maintaining financial records, ledgers, and statements, managing accounts payable/receivable, performing reconciliations, supporting month‑end and year‑end close activities, and ensuring compliance with local accounting standards and tax regulations.
Compensation
A competitive remuneration package with a 13th salary
Responsibilities
Prepare, review, and maintain accurate financial records, ledgers, and financial statements in line with accounting standards
Manage and process accounts payable and accounts receivable transactions effectively
Perform account reconciliations, investigate and resolve discrepancies
Support month‑end and year‑end close activities
Review and verify invoices, expense reports, and other financial data
Requirements
Bachelor’s degree in Accounting, Finance, Economics, or a related field