Relationship Manager, Commercial OR Sr. Relationship Manager, Commercial
Core
Serves as a Trusted Financial Advisor and Business Partner to commercial clients, acting as the primary contact for acquiring new relationships and managing/growing existing ones while ensuring sound asset quality.
Role type
Senior IC Commercial Relationship Manager
Builds
Commercial banking client relationships and portfolio
Domain
Banking / Commercial Finance
Deliverable
client delivery
Required skills
business development, credit analysis, financial acumen, risk management, underwriting, portfolio management, cross-functional team leadership, sales methodologies
Preferred skills
accounting or finance background, formal commercial credit training, industry/geography expertise
Technologies
PC/laptop, credit rating models, asset quality reporting tools
Responsibilities
Analyze client business/industry data to drive growth; educate clients on banking products (cash management, derivatives, equipment finance); maintain active prospecting and referral networks; assemble cross-functional teams for complex requests; lead credit processes including underwriting and structuring; prepare Asset Quality Reports and risk rating models.
Seniority
Senior, hands-on IC