Sr. Relationship Manager, Commercial
Core
Senior Relationship Manager serving as primary contact and Financial Advisor for commercial clients, driving profitable cash management/deposit growth, quality credit, and strategic advisory services.
Role type
Senior IC commercial banking relationship manager
Builds
Customized financial solutions and credit products for middle- to upper-market commercial clients
Domain
Commercial Banking / Financial Services
Required skills
Commercial credit underwriting, business development, capital raising, M&A advisory, regulatory compliance, cross-selling, portfolio management, risk assessment, mentoring
Preferred skills
Master's degree, 5+ years high-performing experience with middle- to upper-market clients, relationship management team experience, board/industry organization involvement
Technologies
Customer relationship management systems
Responsibilities
Serve as trusted financial advisor and primary contact for client matters; Drive focused growth strategy and business development; Manage strategic issues including capital raising, regulatory compliance, ownership transition, and M&A; Educate clients on core product areas; Maintain active prospecting and COI referral network; Identify cross-sell opportunities and collaborate on credit/non-credit products; Lead credit processes including underwriting, structuring, and portfolio management; Mentor junior Relationship Managers; Lead strategic client reviews and deliver insights; Maximize portfolio profitability
Seniority
Senior, hands-on IC with mentorship responsibilities