Commercial Relationship Manager Associate
Core
Primary coverage support for a Commercial Relationship Manager, assisting in client relationship cultivation, industry research, and strategic/tactical planning.
Role type
Associate Commercial Relationship Manager
Builds
Client relationships and deal pipelines for commercial banking clients
Domain
Commercial Banking / Corporate Finance
Deliverable
client delivery
Required skills
commercial credit analysis, commercial lending analysis, financial modeling (valuation, LBO, recapitalization, refinancing), financial statement analysis, prospect qualification, database management
Preferred skills
industry research, strategic planning, internal tool utilization (RCLIQ)
Technologies
Microsoft Word, Excel, PowerPoint, RCLIQ
Responsibilities
Conduct industry research and stay abreast of client/industry trends; Develop and maintain detailed financial models for valuation and refinancing analysis; Serve as primary point of contact for client pitches and internal deal screens; Lead preparation of written materials including client pitches; Participate in client meetings and due diligence sessions; Identify Regions 360 opportunities and coordinate with Syndicated Finance and Corporate Finance teams; Qualify prospects and build databases for business development campaigns; Coordinate capital commitments analysis and pricing models through the approval process.
Seniority
Associate, individual contributor
