Relationship Manager, Middle Market (Licensed)
Core
Manage a portfolio of middle market and institutional banking clients, providing comprehensive financial solutions and advisory services to meet their evolving business needs.
Role type
Middle market relationship manager (corporate banking)
Builds
Commercial banking products and services including cash management, trade finance, working capital finance, term loans, and foreign exchange
Domain
Corporate and Investment Banking
Deliverable
client delivery
Required skills
portfolio management, financial solutions design, strategic planning, market trend analysis, regulatory compliance, financial analysis, data management
Preferred skills
cross-functional collaboration, negotiation, problem-solving
Responsibilities
Manage client portfolios, identify growth opportunities, collaborate with product specialists and credit analysts, monitor market trends, ensure regulatory compliance, meet assigned targets and KPIs
Seniority
Mid-Senior, hands-on IC