Commercial Relationship Manager Associate
Core
Facilitates bank growth through business development, management of key client relationships, and revenue generation from sales and syndications.
Role type
Associate Commercial Relationship Manager
Builds
Credit, trust/investment, and cash management products for corporate clients
Domain
Banking / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
complex deal structuring, credit approval, strategic problem-solving, cross-selling, market strategy development, regulatory compliance, risk management, portfolio analysis, stakeholder engagement
Preferred skills
7+ years in relationship/account/portfolio management, sales metrics experience, credit qualifications, knowledge of corporate banking segments
Technologies
analysis tools, Risk Management Framework
Responsibilities
Act as escalation point for complex client issues, structure deals and secure credit approvals, develop new business by contacting prospects, review loan applications and service agreements, develop market strategies, identify key market segments, represent bank at industry forums, engage with senior leadership, prepare performance reports, build long-term client relationships, identify share of wallet opportunities, leverage analysis tools to grow portfolio, ensure adherence to regulatory requirements
Seniority
Associate, individual contributor with significant experience
