Relationship Manager I - Public Finance
Core
Building and maintaining long-term commercial customer relationships, managing loan portfolios, and providing financial advisory services.
Role type
Relationship Manager I (Commercial Banking)
Builds
Commercial banking products and services for small to mid-sized business customers
Domain
Banking / Commercial Finance
Deliverable
client delivery
Required skills
credit analysis, portfolio management, prospecting, loan underwriting coordination, financial literacy, customer relationship management, regulatory compliance
Preferred skills
Bachelor's degree, accounting coursework
Technologies
Microsoft Office Suite
Responsibilities
Reach and maintain target portfolio size, call prospects to identify profitable banking opportunities, monitor assigned loan portfolio for repayment deterioration, advise and train associate relationship managers
Seniority
Individual Contributor, Entry to Mid-Level
