Senior Relationship Manager
Core
Serve as a trusted advisor to a portfolio of high-value commercial clients (revenues $10M–$40M), providing strategic guidance, industry insights, and tailored financial solutions to help businesses grow and navigate change.
Role type
Senior Relationship Manager (Commercial Banking)
Builds
Complex credit facilities, banking solutions, and long-term client value
Domain
Commercial Banking / Financial Services
Required skills
Commercial banking relationship management, business development, complex credit structuring and negotiation, financial statement analysis, credit risk assessment, market intelligence, executive-level reporting, regulatory compliance
Preferred skills
Portfolio profitability monitoring, share-of-wallet expansion, industry event representation, cross-functional collaboration
Technologies
Lending platforms, cash management systems, treasury tools, credit analysis software
Responsibilities
Manage and expand a portfolio of strategic commercial banking clients; Proactively source new business opportunities and build a strong pipeline; Structure and negotiate complex credit facilities and banking solutions; Monitor portfolio profitability, risk profile, and return on equity performance; Collaborate with product specialists, credit partners, and risk teams to deliver complete client solutions; Prepare executive-level reporting on portfolio performance and client trends
Seniority
Senior, hands-on IC