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Director, Mid-Corporate Banking - FIG/Insurance
Charlotte, NCMarch 31st, 2026
Senior Coverage BankerThis 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. Individual must maintain a deep level of understanding of opportunities/risks/trends in each of these sub-segments. Requires team mentality to collaborate with internal risk/underwriting teams, Investment Banking, Debt Capital Markets, Equity Capital Markets, and Treasury/Liquidity Services.
Requires team mentality to collaborate with internal risk/underwriting teams, Investment Banking, Asset-Backed Securitization ("ABS"), as well as Debt Capital Markets, Equity Capital Markets, and Treasury/Liquidity Services. Given coverage of specialty finance, background in or knowledge of Asset Backed Securitization is a benefit.
Responsibilities:
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-tiering 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.
Experience:
7+ years of Financial Institutions - Insurance corporate banking/corporate finance experience and exhibited competency in client relationship management, financial analysis and credit structuring.
Candidate should be a 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 the effective license to operate by sustaining a high level of trust and confidence by senior line and risk management.
Possess 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.
Education/Certifications:
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 & Work Schedule
Hours per Week: 40+
Work Schedule: Monday - Friday
Pay Transparency
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. Note, 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
Job Identification 45147
Job Category Advisory & Relationship Management
Posting Date 03/03/2026, 09:28 PM
Apply Before 04/30/2026, 04:00 AM
Degree Level Bachelor's Degree
Job Schedule Full time
Job Shift 1st
Locations 28 State Street, Boston, MA, 02109, US 11755 Wilshire Blvd, Los Angeles, CA, 90025, US 71 S Wacker Drive 29Th Floor, Chicago, IL, 60606-4637, US 3550 Lenox Road, Atlanta, GA, 30326, US 4250 Congress St., Charlotte, NC, 28209, US 130 N 18th Street, STE1310, Philadelphia, PA, 19103-6933, US 437 Madison Ave, New York, NY, 10022, US
Working Hours 40
Career Site Category Commercial Banking
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