Virtual Banking Relationship Manager
Core
Virtual Commercial Relationship Banker managing portfolios of 250+ relationships for clients with $1M–$20M revenue, delivering customized banking insights and solutions to CEOs/CFOs.
Role type
Senior IC commercial relationship banker
Builds
Commercial banking deposits, loans, and fee income for mid-market clients
Domain
Commercial Banking / Financial Services
Required skills
commercial banking relationship management, credit analysis and underwriting, financial statement analysis, sales and new business development, cross-selling strategies, regulatory compliance knowledge, team leadership
Preferred skills
knowledge of industrial/commercial economic situations, community networking, Salesforce proficiency
Responsibilities
Manage and grow commercial portfolio up to 250 relationships; conduct quarterly business reviews; achieve annual production goals for deposits, fees, and loans; coach and mentor team members; maintain compliance with bank regulations and policies.
Seniority
Senior, hands-on IC with team lead potential