Commercial Relationship Manager

Responsibilities

• Spearhead business development by identifying prospects and engaging prospects and clients through personal outreach under the guidance of a Team Leader.
• Promote brands by representing company in community and business engagements.
• Cross-sell a variety of products including treasury services, insurance, and deposit solutions to deepen client relationships.
• Analyze credit requests and existing facilities, assessing creditworthiness to recommend appropriate structuring and pricing.
• Present credit recommendations to leadership and legal teams, ensuring compliance and accuracy.
• Maintain ongoing communication with clients to ensure their financial needs are met effectively.

Requirements

• Minimum of 5 years of experience in commercial banking, with demonstrated expertise in underwriting and credit analysis.
• Formal bank credit training, ideally between 18 months to 2 years.
• Proven ability to manage deals generally valued at $3M and above, with an average of $10M, up to $50M.
• Experience working with participant loans and utilizing CRM systems such as Salesforce.
• Bachelor’s degree in a relevant field.
• Strong relationship-building skills and extensive influence within target markets.
• Deep understanding of nonprofit/community development lending, especially in sectors like affordable housing, healthcare, or education.
• Familiarity with leading commercial and middle-market companies in the New England region.

Qualifications

Applicants must be local and be able and willing to commute to Boston, as this role is onsite 1 day per week and heavy networking.

Benefits

Compensation $130K-240K Potential offers vary based on experience level, qualifications.

Pay

$130K-240K

Schedule

Onsite 1 day per week and heavy networking.

Skills

Strong relationship-building skills, deep understanding of nonprofit/community development lending, familiarity with commercial and middle-market companies in the New England region, formal bank credit training, proven ability to manage deals, cross-selling of products, credit analysis, and presentation of credit recommendations.

Benefits

N/A