Commercial Associate Relationship Manager

About the role

Support the business development efforts of the Commercial Banking team to generate meaningful incremental deal flow. Work closely with the team to identify, quantify, and diligence new banking opportunities while helping maintain the current client base.

Build robust financial models, recommend capital structures, complete opportunity memos, assist in preparing portfolio reviews, attend prospect meetings, and participate in internal meetings to discuss transactions and the overall portfolio.

Responsibilities

• Assist Senior Relationship Managers (RMs) in developing multi-faceted relationships with current clients, prospects, and referral sources to generate loans, deposits, and fees.
• Build and maintain a CRM database of prospects and referral sources.
• Develop relationships with current clients, prospects, and referral sources.
• Develop initial financial models and recommend capital structures for new opportunities.
• Complete opportunity memos, assess strengths and weaknesses, and mitigate weaknesses.
• Participate in achieving sales and service goals to build customer relationships and enhance shareholder value while managing pipeline activities.
• Refer business to other lines of business (e.g., Treasury Management, Wealth Management) when client needs fall outside the RM product offering.
• Identify and build a center of influence network to assist in developing sales opportunities.
• Assist in determining credit eligibility, preparing loan narratives, and ensuring loans meet appropriate criteria.
• Assist in completing and presenting client portfolio reviews.
• Work with clients to obtain financial information, analyze, and present client portfolio reviews.
• Assist in completing pitch decks, term sheet preparation, and presentation.

Requirements

• Bachelor’s degree.
• 2+ years of business specialist or commercial banking experience.
• Excellent interpersonal skills and a proven track record of building relationships.
• Polished, articulate, and able to build positive and productive relationships.
• Practical judgment, highly analytical, and high integrity.
• Demonstrated excellence in school, sport, or other endeavors with a clear passion to win.
• Result-oriented, self-starter with a strong sense of ownership.
• Exceptional work ethic, resourcefulness, and organization.
• Proficient in Microsoft Office products.

Preferred Qualifications

• Previous Commercial Banking experience.
• Previous Credit training, including financial modeling skills.
• Experience with SalesForce.

Pay

$74,000/year to $100,000/year.

Benefits

Relevant, thoughtful benefits and programs that support every aspect of associates' holistic wellbeing. Includes incentive eligibility for all roles except Co-Op, Intern, or Student positions.