Sr Client Manager, Middle Market
Core
Acquire, expand, and retain middle-market commercial clients while managing deposit, loan, and cash management services.
Role type
Senior Client Manager (Commercial Banking)
Builds
Commercial banking relationships and cash management service portfolios
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
Cash management expertise, Commercial banking experience, Client relationship management, Risk policy adherence, Cross-selling, Agreement preparation, Data analysis, Time management
Preferred skills
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP), Loan servicing experience
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Collaborate with partners to expand and retain business clients, Own maintenance of deposit, loan, and cash management services, Prepare and review client agreements, Conduct research to support client needs, Generate cross-sell leads, Partner with internal stakeholders to address complex client needs
Seniority
Mid-Senior, hands-on IC
