Sr Relationship Manager
Core
Serves as the key banking relationship manager for assigned middle market client relationships, acting as a trusted advisor to assess holistic banking needs and provide customized solutions.
Role type
Senior IC commercial banking relationship manager
Builds
Commercial and Industrial (C&I) market share, loan portfolios, deposit accounts, and fee income for mid-size clients with $25MM+ annual revenue.
Domain
Commercial Banking / Middle Market Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Advanced credit acumen (accounting, financial statement analysis, operational cash flow), business development and prospecting, relationship management, cross-functional team leadership, regulatory compliance knowledge, negotiation and collaboration with senior credit officers, strategic planning for client acquisition and retention.
Preferred skills
Experience serving Middle Market clients with $15MM+ annual revenue, experience with syndications, asset-based lending, capital structure finance, leveraged lending, or trade finance.
Technologies
Microsoft Office suite, bank underwriting and portfolio management systems
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 efforts and pipeline; study middle market industrial, economic, and financial situations; demonstrate compliance with bank regulations and policies; coach or mentor others as a subject matter expert.
Seniority
Senior, hands-on IC
