Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Newport Beach or San Diego, CA
Core
Provide advice and financial solutions to complex Global Commercial Banking clients and prospects, serving as a trusted advisor to manage portfolios and drive profitable relationships.
Role type
Senior IC relationship manager (commercial banking)
Builds
Financial solutions for middle-market companies
Domain
Commercial Banking / Corporate Finance
Deliverable
client delivery
Required skills
Client Management, Client Solutions Advisory, Prospecting, Relationship Building, Risk Management, Financial Analysis, Leadership Development, Project Management, Referral Identification, Sales Performance Management, Business Development, Client Experience Branding, Continuous Improvement, Data and Trend Analysis, Pipeline Management
Preferred skills
Market knowledge, Active networking contacts, Community organization participation
Technologies
Financial modeling tools, Credit training frameworks
Responsibilities
Manage an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion; Acquire, deepen, and maintain profitable client relationships through sales and prospecting; Understand and interpret financial and cash flow statements to assess company conditions; Collaborate with teammates in Investment Banking, Foreign Exchange, and Wealth Management to design financial solutions; Lead and facilitate dialogue with clients regarding industry trends and capital structures; Coach and mentor peers; Adapt to changes in sales practices and market conditions
Seniority
Senior, hands-on IC
