C&I Team Lead / Senior Commercial Relationship Manager

About the role

This position involves managing and growing a high-value client portfolio by strengthening existing relationships and acquiring new clients through proactive outreach and tailored solutions. Serving as a trusted financial advisor, the role requires a thorough understanding of clients' financial goals and needs to recommend customized products such as credit and deposit solutions.

Responsibilities

• Leading client conversations with advanced credit knowledge
• Collaborating with cross-functional teams to deliver integrated banking solutions
• Working closely with relationship teams on loan structuring, pricing, underwriting, and portfolio management
• Driving growth via deposits, loans, and fee income, meeting or exceeding sales and retention targets
• Maintaining a strong community presence to generate referrals
• Monitoring market trends
• Managing client portfolios
• Ensuring regulatory and policy compliance
• Acting as a team culture champion

Qualifications

• Bachelor’s degree
• Significant experience or equivalent
• Proficiency in Microsoft Office
• Ability to perform all duties satisfactorily
• No supervisory responsibilities are associated with this role