Relationship Mgr, Commercial
Core
Primary point of contact and trusted advisor for commercial clients, driving profitable cash management/deposit growth and quality credit through business development and solution delivery.
Role type
Senior IC commercial relationship manager
Builds
Customized financial solutions (cash management, derivatives, equipment finance) and credit structures for commercial clients
Domain
Commercial banking / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial credit underwriting, business development, strategic financial planning, risk assessment, portfolio management, cross-selling coordination, regulatory compliance knowledge, CRM system proficiency, financial analysis
Preferred skills
M&A and ownership transition planning, emerging to middle-market client expertise, board/industry organization involvement, high-performance sales track record
Technologies
Customer relationship management systems, Risk Rating models, Asset Quality Reports
Responsibilities
Serve as trusted advisor and primary contact for client matters; drive growth and business development; manage strategic issues including capital raising and M&A; educate clients on banking products; identify cross-sell opportunities; maintain prospecting and referral networks; lead credit processes and underwriting; maximize portfolio profitability
Seniority
Senior, hands-on IC
