Director, Senior Relationship Manager
Core
Director-level Senior Relationship Manager driving new client acquisition and growth in the middle-market segment ($50MM - $5B revenue) across Food, Engineering & Construction, Technology, and Health Care sectors.
Role type
Senior IC Director, Relationship Management & Business Development
Builds
High-value, complex credit deals and syndications for middle-market clients
Domain
Commercial Banking / Leveraged Lending / Financial Sponsor Coverage
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic problem-solving, deal structuring, credit approval leadership, negotiation, portfolio management, cross-selling, market coverage strategy, regulatory compliance, financial advisory
Preferred skills
Leveraged lending background, financial sponsor coverage experience, strong local Bay Area network, senior leadership engagement
Technologies
Analysis tools, internal banking platforms
Responsibilities
Drive new client acquisition and market share growth; Lead structuring of high-value complex deals and credit approvals; Manage high-value client portfolios for retention and profitability; Represent bank at industry forums and conferences; Deliver strategic reports on team performance and market trends; Ensure adherence to regulatory requirements and internal controls.
Seniority
Director, strategic advisory & enterprise-wide impact