CareerPlan

Relationship Manager III

Philadelphia, PA, USFull-time$115k–$173k2026-10-24 → 2026-11-09
Based in United States

Core

Services large/complex business portfolios by customizing financial products and solutions to meet customer needs, acting as a trusted advisor for financing and cash management.

Role type

Senior IC commercial banking relationship manager

Builds

Customized financial solutions and strategies for large/complex business customers

Domain

Commercial Banking / Financial Services

Required skills

Credit analysis, Financial analysis, Business development, Negotiation, Strategic account management, Market trend analysis, Solution structuring, Portfolio growth, Stakeholder management, Networking

Preferred skills

Complex deal structuring, New business strategy implementation, Community relationship building

Technologies

Sales platforms, Credit management systems

Responsibilities

Originate and monitor larger loans with moderate to complex credit needs; Manage existing strategic accounts and lead business development; Structure and package practical financial solutions; Execute sales strategies to grow loans, deposits, and fees; Lead problem resolution for complex customer requirements; Develop retention plans for assigned portfolios.