Jobs · Sales · Florida

Commercial Relationship Manager II

val's services · Naples, FL · Today
SalesFull-time
Role Overview Commercial Relationship Managers serve as the primary client-facing representatives in commercial banking. They cultivate and expand relationships with high-revenue organizations, providing financial solutions to meet their business goals while ensuring sound asset management. Key responsibilities include analyzing creditworthiness, structuring loans, recommending pricing, and coordinating with underwriters and management to facilitate loan approvals and closings. They act as financial advisors, educating clients on financial strategies, monitoring portfolio health, and identifying new opportunities. The role involves preparing documentation, managing client relationships, and ensuring compliance with banking policies and regulations. Qualifications include a bachelor’s degree, 6-8 years of relevant experience in syndicated and middle-market lending, especially in the South Florida market, and proficiency in Microsoft Office tools. The position emphasizes relationship growth, risk management, and delivering exceptional service to maximize revenue and maintain asset quality.