CareerPlan

Senior Middle Market Commercial Relationship Manager

San Francisco, CA, USFull-time$122k–$262k2026-11-05 → 2026-11-10

Core

Develop profitable business and manage a portfolio of companies with $50M-$500M annual sales by building trusted advisory relationships with senior executives.

Role type

Senior Middle Market Commercial Relationship Manager

Builds

Loans, treasury management, capital markets solutions, and public debt issuance for mid-market clients

Domain

Commercial Banking / Corporate Finance

Required skills

Financial statement analysis, credit underwriting, commercial product knowledge, public debt issuance solicitation, strategic business planning, risk assessment, consultative selling, CRM utilization

Preferred skills

Industry specialization (e.g., Health Care), investment banking partnership experience, underwriting expertise

Technologies

Microsoft Office, CRM systems

Responsibilities

Identify and develop new client relationships, analyze financial information for credit requests, monitor customer financial performance and industry trends, coordinate with internal partners for tailored relationship strategies, lead client-facing activities including credit support and capital markets

Seniority

Senior, hands-on IC