Commercial RM II
Core
Drive profitable business development and manage the quality of an existing portfolio of companies with annual gross sales of at least $10 Million 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
Required skills
Commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, business plan development, CRM utilization, One Bank partnership coordination
Preferred skills
Master's degree in Business, 3+ years in a sales role, formalized commercial credit training, proficiency in Microsoft Office, prospecting tools
Technologies
CRM systems, Microsoft Office
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, meet with customers to enhance trusted advisor relationships, partner with Credit on credit requests and adhere to Portfolio Management guidelines
Seniority
Mid-Senior, hands-on IC