Director, Mid-Corporate Banking - FIG​/Insurance

Overview

Senior coverage banker role would include comprehensive coverage of the insurance segments, including, but not limited to, property and casualty carriers, life and annuity carriers, title companies, distributors, and services. In coordination with the insurance industry coverage bankers, this individual will be responsible for driving origination opportunities for multiple products including bank debt, treasury, global markets, capital markets, and M&A. The individual must maintain a deep level of understanding of opportunities, risks, and trends in each of these sub-segments.

Requires a team mentality to collaborate with internal risk/underwriting teams, Investment Banking, Debt Capital Markets, Equity Capital Markets, Treasury/Liquidity Services, and Asset-Backed Securitization (ABS), and expertise in specialty finance.

• Actively partner with portfolio management, corporate finance, capital markets, and risk management.
• Significant focus on developing new relationships through a rigorous prospect calling effort.
• Responsible for driving the overall client relationship and profitability and will be cross‑selling the full slate of bank products.
• Interact with senior management of public and privately owned companies and Private Equity firms’ portfolio companies.
• Develop new relationships and up‑tier the bank’s position with existing clients through proactively presenting financial solutions.
• Develop and deliver presentations to the bank’s executive management at screening and approval meetings in conjunction with deal team partners.

• 7+ years of Financial Institutions – Insurance corporate banking/corporate finance experience and exhibited competency in client relationship management, financial analysis and credit structuring.
• Seasoned, credit‑trained banker who has thrived in a credit‑intensive environment.
• Exhibit skill at negotiation and the development of loan structuring options, with Capital Markets for multi‑bank transactions, and be skilled in managing large credit exposures and complex credit situations.
• Maintain an effective license to operate by sustaining a high level of trust and confidence from senior line and risk management.
• Meaningful, relevant experience with companies in the assigned territory and a demonstrated ability to up‑tier relationships to Left Lead and Joint Lead Arranger.
• Strong experience at a highly advanced level of credit, documentation, proposal, and negotiations both internally and externally.
• Strong understanding of credit and covenant structures and documenting loans.
• Demonstrated desire to succeed and drive business.
• Exhibits comprehensive written and verbal communication skills.
• Reputation as a team player.

• Bachelor’s degree in business, Finance, Accounting, Economics, or equivalent work experience.
• Master’s degree preferred.
• Series 79 or 7 & 63 licenses or ability to get licenses.

Hours per Week: 40

Work Schedule:

Monday - Friday

The salary range for this position is $230,000 - $275,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, relevant skills, and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Citizens’ paid time off policy exceeds the mandatory paid sick or paid time‑away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood,…