Com'l Banking Relationship Manager
Core
Serves as the key commercial banking relationship for assigned mid-size commercial clients, acting as a trusted advisor to assess holistic banking needs and provide customized solutions.
Role type
Commercial Banking Relationship Manager
Builds
Commercial and Industrial (C&I) market share, loan portfolios, deposit accounts, and core fee income for mid-size clients.
Domain
Banking / Commercial Finance
Deliverable
client delivery
Required skills
prospecting new business, developing focused acquisition and retention strategies, structuring credit and non-credit solutions, leading cross-functional teams, studying commercial industrial and economic situations, maintaining active prospecting pipelines, coaching and mentoring others
Preferred skills
deep understanding of client business and industry, fostering corporate culture
Technologies
Bank Secrecy Act, Regulation CC, Regulation E, Bank Security regulations
Responsibilities
Identify, attract, and secure new Commercial relationships to grow market share; Serve as a trusted advisor providing differentiating consult, ideas, and options; Develop focused strategies for acquiring, retaining, and growing select clients; Develop and maximize established referral networks; Lead cross-functional teams to respond to customer requests; Study commercial industrial, economic, and financial situations for portfolio management; Participate in community organizations to source business development opportunities; Maintain compliance with bank regulations and policies
Seniority
Mid-Senior level (7-10 years experience), hands-on IC