CareerPlan

Senior Relationship Manager

City of Industry, CA, USFull-time$122k–$262k2026-10-22 → 2026-11-10
Based in United States

Core

Develop profitable relationships with large corporate clients (>$50M sales) and manage portfolio quality within a specific geographic area.

Role type

Senior IC commercial relationship manager

Builds

Loans, treasury management, capital markets solutions, and public debt issuance for large corporate clients

Domain

Commercial banking / Corporate finance

Required skills

Financial statement analysis, credit underwriting, commercial product knowledge, public debt issuance solicitation, strategic advisory, risk management, CRM utilization, industry trend analysis

Preferred skills

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

Technologies

Microsoft Office, CRM systems

Responsibilities

Identify and develop new high-value client relationships, coordinate relationship strategies with internal partners, analyze client financial performance and credit risk, lead client-facing activities including credit support and capital markets, attend industry forums to expand networks

Seniority

Senior, hands-on IC