Commercial Team Lead
Core
Oversees Relationship Managers, provides credit/underwriting review, and manages a portfolio of existing customers to drive cross-selling and profit potential.
Role type
Senior IC Commercial Team Lead (Middle Market)
Builds
Commercial banking relationships and credit portfolios for middle-market clients
Domain
Banking / Commercial Lending
Required skills
Credit underwriting, risk assessment, sales process management, cross-selling strategy, portfolio management, regulatory compliance, performance management, financial analysis, stakeholder communication, Microsoft Word/Excel
Preferred skills
Public debt issuance participation, community affairs engagement, succession planning
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Manage sales process in specific geographic area; maintain primary relationship contact for customer portfolio; facilitate cross-selling of bank services; monitor customer performance and industry trends to assess loan risk; ensure proper reporting and documentation for loan approval; provide performance feedback and develop team members; participate in community projects.
Seniority
Senior, hands-on IC with supervisory duties