Commercial Relationship Manager III

Summary Commercial Relationship Managers serve as the primary client-facing role within commercial banking, focusing on building and maintaining profitable relationships with high-revenue organizations. They are responsible for expanding existing accounts and developing new client relationships, analyzing creditworthiness, and making loan recommendations that balance risk and return. Key duties include structuring loans, ensuring compliance with bank policies, gathering financial information, preparing memos, coordinating deal teams, and finalizing loan terms. They act as financial advisors to clients, providing guidance on financial strategies and monitoring portfolio health to identify risks. Qualifications include a bachelor’s degree and 6-8 years of relevant experience, particularly in syndicated and middle-market lending. Proven skills in relationship management, credit analysis, and financial advising are essential for success in this role.