Relationship Mgr, Commercial
Core
Primary point of contact and trusted advisor for commercial clients, driving profitable cash management/deposit growth and quality credit.
Role type
Senior IC commercial relationship manager
Builds
Customized financial solutions including cash management, derivatives, and equipment finance for emerging to middle-market clients
Domain
Commercial banking
Required skills
Commercial credit underwriting, business development, cross-selling, regulatory compliance, portfolio management, risk assessment, CRM systems, financial analysis
Preferred skills
M&A advisory, capital raising, ownership transition planning, industry board involvement
Technologies
Customer relationship management systems
Responsibilities
Serve as trusted advisor and primary contact for client matters; drive growth and business development; manage strategic issues like M&A and revenue cycle; educate clients on banking products; identify cross-sell opportunities; maintain prospecting and COI networks; lead credit processes and asset quality; maximize portfolio profitability
Seniority
Senior, hands-on IC