Commercial Relationship Manager
Core
Drive profitable business development and manage a portfolio of companies with annual gross sales of at least $10M by offering tailored banking solutions including loans, treasury management, and capital markets.
Role type
Senior IC Commercial Relationship Manager
Builds
Commercial banking solutions for mid-market corporate clients
Domain
Commercial Banking / Corporate Finance
Required skills
Commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, relationship strategy development
Preferred skills
Treasury management expertise, capital markets knowledge, alternative lending experience
Technologies
CRM systems, Microsoft Office
Responsibilities
Prospect for new clients using referral sources and centers of influence; Develop and implement business plans to achieve financial goals; Collaborate with internal partners to deepen client relationships; Analyze financial information to evaluate credit requests; Manage customer relationships to maximize opportunity while adhering to bank risk standards; Attend industry forums and community events to expand networks.
Seniority
Mid-Senior, hands-on IC
