Commercial Relationship Manager II
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
Senior IC Commercial Relationship Manager
Builds
Loans, treasury management, and capital markets solutions for commercial clients
Domain
Commercial Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, relationship strategy development
Preferred skills
Structuring moderately complex financial situations, building internal "One Bank" partnerships, face-to-face negotiations
Technologies
Microsoft Office, CRM systems
Responsibilities
Prospect for clients independently, develop and implement business plans to achieve financial goals, work with internal partners to deepen relationships, attend industry forums to broaden networks, analyze financial information to decide on credit requests, manage customer relationships to maximize opportunity while adhering to bank risk, meet with customers regularly to enhance trusted advisor relationships, partner with Credit on credit requests and adhere to Portfolio Management guidelines
Seniority
Mid-Senior, hands-on IC
