Commercial Relationship Manager
Core
Deliver tailored client solutions across a broad range of products and services within a dedicated geographic area, primarily targeting clients with revenues up to $20MM.
Role type
Commercial Relationship Manager
Builds
Client relationships and revenue opportunities for the Commercial Bank
Domain
Commercial Banking
Deliverable
client delivery
Required skills
credit acumen, pricing discipline, transaction management, relationship strategy, financial services consultation, complex transaction handling, business acumen, negotiation
Preferred skills
commercial banking experience, relationship management experience, credit/analyst experience
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Identify, prioritize, and develop relationship strategy for high-value retention/expansion clients; deliver knowledgeable advice and solutions; isolate client needs and proactively introduce solutions; manage transaction processes from engagement to close; exercise credit acumen and pricing discipline
Seniority
Mid-level, hands-on IC