Sr. Relationship Manager, Commercial
Core
Senior Relationship Manager serving as primary Financial Advisor and business partner for commercial clients, driving profitable cash management, deposit growth, and strategic advisory services.
Role type
Senior IC commercial banking relationship manager
Builds
Customized financial solutions, credit structures, and strategic advisory plans for middle- to upper-market commercial clients
Domain
Commercial Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Commercial credit underwriting, business development, capital raising strategy, M&A advisory, regulatory compliance, cross-selling coordination, portfolio management, risk assessment modeling
Preferred skills
Master's degree in finance/accounting, 5+ years with middle- to upper-market commercial clients, relationship management team experience, board/industry organization involvement
Technologies
Customer relationship management systems
Responsibilities
Lead credit processes including underwriting, structuring, and portfolio management; Mentor junior Relationship Managers; Drive focused growth strategy and business development; Manage strategic issues including capital raising and M&A; Assemble cross-functional teams to respond to customer requests; Lead strategic client reviews and deliver insights
Seniority
Senior, hands-on IC with mentorship duties
