CareerPlan

Sr. Relationship Manager, Global Commercial Banking - Healthcare, Education, Not-for-Profit (New York, Melville)

New York, USFull-time$140k–$235k2026-11-06 → 2026-11-10
On-site

Core

Senior Relationship Manager driving new business and profitable growth for a portfolio of complex Healthcare, Education, and Not-for-Profit clients with revenues over $50M.

Role type

Senior IC relationship manager (commercial banking)

Builds

Capital and credit solutions, treasury, payments, and broader corporate banking capabilities for mission-driven organizations

Domain

Global Commercial Banking / Healthcare, Education, Not-for-Profit

Required skills

Client Management, Client Solutions Advisory, Prospecting, Relationship Building, Risk Management, Financial Analysis, Leadership Development, Project Management, Referral Identification, Sales Performance Management

Preferred skills

Financial modeling, Credit training, MBA, Market knowledge, Networking contacts

Technologies

None stated

Responsibilities

Manage a portfolio of HENFP clients and prospects with annual revenues of $50 million and above; Acquire, deepen, and maintain profitable client relationships through sales and prospecting; Understand and interpret financial and cash flow statements to assess financial conditions; Collaborate with teammates in Investment Banking, Foreign Exchange, and Wealth Management to design financial solutions; Lead dialogue with clients regarding industry trends and capital structures; Coach and mentor peers.

Seniority

Senior, hands-on IC with management capability