Commercial Relationship Manager III
Core
Drive profitable business development and manage a portfolio of high-revenue corporate clients (>$10M sales, focus on >$20M) by delivering tailored banking solutions including loans, treasury management, and capital markets.
Role type
Senior Commercial Relationship Manager (IC)
Builds
Commercial banking relationships and credit portfolios for mid-to-large corporate clients
Domain
Commercial Banking / Corporate Finance
Required skills
Commercial credit analysis, financial statement analysis, relationship strategy, public debt issuance solicitation, consultative selling, risk management, portfolio monitoring, underwriting, investment banking partnership
Preferred skills
Underwriting experience, investment banking partnership track record, alternative lending knowledge
Technologies
CRM systems, Microsoft Office
Responsibilities
Identify and develop new client relationships, develop and implement business plans to achieve financial goals, deepen existing relationships with internal product partners, attend industry forums to broaden networks, meet with customers to enhance trusted advisor relationships, analyze financial information to determine credit requests, monitor customer financial performance and industry trends, partner with Portfolio Managers and Credit Officers on credit requests
Seniority
Senior, hands-on IC