CareerPlan

Middle Market Relationship Manager

Santa Barbara, CaliforniaFull-time$151k2026-08-10 → 2026-11-11
On-site

Core

Manage and lead middle market banking activity and production for an assigned market, overseeing a portfolio of approx. $500-800MM and serving clients with $15+MM of annual revenue.

Role type

Senior IC Middle Market Relationship Manager (Team Lead)

Builds

Middle market banking portfolio and client relationships

Domain

Banking / Commercial Lending

Required skills

Middle market lending, team management, market strategy, credit risk management, business development, cross-selling, regulatory compliance, talent development

Preferred skills

Prior management experience leading a production team, executive-level interaction, community engagement

Technologies

Microsoft Office suite

Responsibilities

Manage a team of Relationship Managers to meet strategic objectives and production goals; Establish production goals and strategies for an assigned market portfolio; Lead prudent risk and portfolio management; Develop and nurture community relationships to increase business development opportunities; Implement cross-selling strategies with Bank partners; Grant credit approvals within delegated authorities; Identify, manage, motivate, and retain top talent

Seniority

Senior, hands-on IC with team leadership