Commercial Relationship Manager III
RG&T Solutions · Coral Gables, FL · Yesterday
FinanceFull-time
Role: Commercial Relationship Manager responsible for cultivating and managing client relationships within the commercial banking sector. Key Responsibilities Expand existing client relationships to generate revenue and develop new profitable clients.Collaborate with management and underwriters to analyze creditworthiness, structure loans, and recommend competitive pricing while protecting bank assets.Identify client needs and align bank capabilities, maintaining thorough knowledge of lending policies and regulatory requirements.Gather financial data, prepare opportunity memos, and coordinate deal team meetings to finalize loan terms.Build a portfolio of high-value clients, act as a financial advisor, and monitor portfolio health for potential risks.Review closing documents, ensure client adherence to covenants, and communicate portfolio conditions to management. Qualifications & Skills Bachelor’s degree.6-8 years of experience in syndicated and middle-market lending, particularly in South Florida.Proficiency with Microsoft Outlook, Word, and Excel.