Sr Relationship Manager
Core
Serves as the key banking relationship manager for assigned middle market client relationships, acting as a trusted advisor to execute profitable revenue and growth strategies.
Role type
Senior IC relationship manager (middle market lending)
Builds
Customized banking insights, credit and non-credit solutions, and holistic banking relationships for middle market clients.
Domain
Banking / Middle Market Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Middle market lending experience, business development, credit acumen, financial statement analysis, risk-rating system knowledge, syndications, asset-based lending, leveraged lending, enterprise value lending, trade finance, underwriting, Shared National Credits (SNC) management, negotiation, team leadership, compliance knowledge
Preferred skills
Experience serving commercial clients with $25MM+ annual revenue, experience with complex ownership structures, ability to mentor others
Technologies
Microsoft Office suite
Responsibilities
Prospect for new business and deepen client relationships, assemble and lead cross-functional teams to respond to customer needs, make decisions on loans and terms within established lending limits, analyze credit to determine customer qualification, follow up on current loans to ensure compliance, study middle market industrial and economic situations, coach and mentor others, maintain working knowledge of bank policies and regulations
Seniority
Senior, hands-on IC