C&I Team Lead / Senior Commercial Relationship Manager

Role Overview

This position involves managing a high-value client portfolio by deepening relationships and acquiring new clients through proactive outreach. The role includes serving as a trusted financial advisor, understanding clients' financial goals, and recommending tailored solutions across credit, deposits, and other banking products. Collaboration with internal teams such as Credit, Treasury Management, Wealth, and Specialty Banking is essential to deliver a seamless client experience.

Responsibilities

• Structure complex credit solutions
• Work with relationship teams on loan processes
• Drive growth in deposits and loans
• Maintain a strong community presence for referrals
• Stay informed on market trends
• Monitor client portfolios
• Ensure regulatory and policy compliance
• Act as a culture champion within the team

Qualifications & Skills

• Bachelor's degree or equivalent experience with 10+ years in financial services
• Proficiency in Microsoft Office
• Excellent client relationship management and communication skills
• Ability to structure complex banking solutions and lead client conversations
• Knowledge of economic, legal, and market trends impacting clients
• Strong collaboration and team-oriented mindset

Additional Requirements

• No supervisory responsibilities
• Self-motivated with the ability to perform essential duties effectively