CareerPlanSign in

Middle Market Relationship Manager

Santa Barbara, California💼 Full-time💰 $103,000–$103,000🗓 2026-08-10 → 2026-09-26

Core

Key banking relationship manager for middle market clients ($25MM+ revenue), driving profitable revenue, growth, and quality credit through trusted advisor engagements.

Role type

Middle Market Relationship Manager

Builds

Commercial and Industrial (C&I) market share, loan and deposit portfolios, and customized banking solutions for mid-size clients.

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

new business development, credit acumen (financial statements, cash flow), relationship management, business strategy, cross-functional team leadership, regulatory compliance, negotiation, portfolio management

Preferred skills

syndications, asset-based lending, capital structure finance, leveraged lending, trade finance, training/mentoring

Technologies

Microsoft Office suite

Responsibilities

prospect and secure new middle market relationships, serve as trusted advisor to executive-level clients, develop focused strategies for client acquisition and retention, assemble cross-functional teams to respond to client needs, maintain active prospecting pipeline, study industrial/economic/financial situations, ensure regulatory compliance, coach and mentor others

Seniority

Mid-Senior, hands-on IC

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.