Job Description

Commercial Relationship Manager

About the Role:

Drive business growth by acquiring and managing relationships with mid-sized companies ($10M - $50M in annual revenue). You'll act as a trusted advisor, providing tailored financial solutions across commercial lending, treasury management, merchant services, and more.

Key Responsibilities:

• Business Development:
  • Proactively identify and pursue new business opportunities within target industries and segments.
  • Build strong relationships with Centers of Influence (COIs) and potential clients.
  • Leverage your expertise to understand client needs and present comprehensive financial solutions.
• Relationship Management:
  • Cultivate and deepen relationships with existing clients, expanding product utilization.
  • Serve as a single point of contact, coordinating with internal teams to deliver exceptional service.
  • Negotiate deal terms and pricing, ensuring profitability and sound risk management.
• Portfolio Management:
  • Monitor portfolio performance, analyze client profitability, and identify growth opportunities.
  • Collaborate with credit and portfolio management teams to mitigate risk and ensure compliance.
  • Stay informed about market trends and competitive offerings.
• Expert Consultation:
  • Provide expert guidance on financial products and services.
  • Conduct client and employee training sessions.
  • Maintain up-to-date knowledge of banking regulations and compliance requirements.

What You'll Bring:

• Proven experience in commercial banking or business development.
• Strong understanding of commercial credit, including complex C&I lending.
• Minimum 5 years of experience in a similar role.
• Exceptional credit analysis and sales skills.
• Excellent communication and interpersonal abilities.
• Bachelor's degree preferred.

Skills:

• Commercial Lending
• Sales & Business Development
• Credit Analysis
• Relationship Management
• Financial Analysis

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