CareerPlan

Sr Relationship Manager

San Diego, CaliforniaFull-time$115k2026-06-11 → 2026-11-11
On-site

Core

Key banking relationship manager for assigned middle market client relationships, accountable for prospecting new business and deepening client relationships.

Role type

Senior IC relationship manager (middle market)

Builds

Commercial and Industrial (C&I) market share, loans, deposits, and core fee income for mid-size clients ($25MM+ annual revenue)

Domain

Commercial Banking / Middle Market Lending

Required skills

Business development, Credit acumen, Financial statement analysis, Client relationship management, Portfolio management, Regulatory compliance

Preferred skills

Middle Market client experience ($15MM+ revenue), Syndications, Asset-based lending, Capital structure finance, Leveraged lending, Trade finance

Technologies

Microsoft Office suite

Responsibilities

Identify, attract, and secure new Middle Market relationships; Serve as a trusted advisor to Executive-level client contacts; Develop focused strategies for acquiring, retaining, and growing select clients; Assemble and lead cross-functional teams to respond to customer requests; Maintain active prospecting effort and pipeline; Study middle market industrial, economic, and financial situations.

Seniority

Senior, hands-on IC