C&I Team Lead / Senior Commercial Relationship Manager

About the role

This position involves managing and growing a high-value client portfolio by deepening relationships and acquiring new clients through proactive outreach and tailored solutions.

Responsibilities

• Serve as a trusted financial advisor by understanding clients’ financial goals and needs.
• Recommend and deliver customized banking solutions, including credit and deposit products, collaborating with internal specialists.
• Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
• Collaborate with cross-functional teams—Credit, Treasury Management, Wealth, and Specialty Banking—to enhance client experience.
• Work with relationship teams on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth through deposits, loans, and fee income, aiming to meet or exceed sales and retention goals.
• Build community presence to generate referrals and strengthen client relationships.
• Stay informed on economic, legal, and market trends impacting clients.
• Monitor and manage client portfolios for financial status, product needs, and risk exposure.
• Ensure compliance with policies and regulations, model team collaboration, and act as a culture champion.
• Perform additional duties as assigned.

Qualifications

• Bachelor’s degree or equivalent experience with 10+ years in finance or related field.
• Strong skills in client relationship management, credit structuring, and cross-functional collaboration.
• Proficiency in Microsoft Office suite.
• No supervisory responsibilities.
• Desirable certifications or licenses are not required.