CareerPlan

Commercial Relationship Manager

Long Beach, CAFull-time$122k–$262k2026-09-09 → 2026-11-10
Based in United States

Core

Drive profitable business development and manage a large portfolio of mid-to-large corporate clients ($50M-$500M sales) by acting as a trusted advisor to senior executives.

Role type

Senior Commercial Relationship Manager (IC)

Builds

Tailored banking solutions including loans, treasury management, and capital markets products for complex corporate clients.

Domain

Commercial Banking / Corporate Finance

Required skills

Commercial credit underwriting, financial statement analysis, relationship management, public debt issuance solicitation, consultative selling, risk assessment, industry trend analysis

Preferred skills

Investment banking partnership experience, specific industry specialization (e.g., Health Care), underwriting expertise

Technologies

CRM systems, Microsoft Office

Responsibilities

Identify and develop new high-value client relationships; coordinate with internal partners to create relationship strategies; analyze financial information to determine credit requests; monitor client financial performance and industry trends; lead client-facing activities including credit support and treasury management.

Seniority

Senior, hands-on IC