Commercial Relationship Manager II
Core
Drive profitable business development and manage a portfolio of companies with annual gross sales of at least $10M within a specific geographic area.
Role type
Senior IC Commercial Relationship Manager
Builds
Loans, treasury management, and capital markets solutions for commercial clients
Domain
Commercial Banking / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, relationship strategy development, business plan creation, CRM utilization, covenant monitoring, RAROC calculation
Preferred skills
Master's degree in Business, 3+ years in sales role, formalized commercial credit training, Microsoft Office proficiency, prospecting tools experience
Technologies
CRM systems, Microsoft Office, financial modeling tools
Responsibilities
Prospect for clients independently using referral sources and centers of influence; Develop and implement business plans to achieve financial goals; Partner with internal product teams to create tailored relationship strategies; Attend industry forums and community events to broaden networks; Analyze financial information to assess credit requests and determine pursuit viability; Manage customer relationships to maximize opportunity while adhering to bank risk appetite; Monitor asset quality, credit administration, and covenant data integrity.
Seniority
Mid-Senior, hands-on IC
