Commercial Relationship Manager
Core
Serves as a Trusted Financial Advisor and Business Partner to commercial clients, acting as the primary contact for client matters, driving business development, and managing credit risk.
Role type
Senior IC Commercial Relationship Manager
Builds
Core banking products and comprehensive financial solutions for commercial clients
Domain
Banking / Commercial Finance
Required skills
Business development, Credit analysis, Financial acumen, Risk management, Sales methodologies, Portfolio management, Cross-functional collaboration, Industry expertise
Preferred skills
Accounting or finance background, Center of Influence (COI) network building, Structured sales approach
Technologies
PC/laptop, Credit decisioning systems, Asset Quality Reports, Risk Rating models
Responsibilities
Identify, qualify, and call on prospects; analyze client business and industry data; educate clients on banking capabilities (cash management, derivatives, equipment finance); assemble cross-functional teams for complex requests; lead credit processes including underwriting and portfolio management; prepare Asset Quality Reports and risk rating models.
Seniority
Senior, hands-on IC