CareerPlan

Emerging Middle Market Relationship Manager

Santa Cruz, CA, USFull-time$97k–$208k2026-10-20 → 2026-11-10

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

Emerging Middle Market Relationship Manager

Builds

Loans, treasury management, and capital markets solutions for commercial clients

Domain

Commercial Banking

Required skills

Commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, relationship strategy development

Preferred skills

Business administration or finance degree, experience in sales roles, proficiency in Microsoft Office and CRM tools

Technologies

Microsoft Office, CRM systems

Responsibilities

Prospect for clients independently, develop and implement business plans, coordinate with internal partners to deepen relationships, attend industry forums and conferences, analyze financial information for credit requests, manage customer relationships to maximize opportunity while adhering to bank risk, and achieve credit standards and metrics.

Seniority

Mid-level, hands-on IC