Commercial Relationship Manager III

About the role

Commercial Relationship Managers serve as the primary client-facing role in commercial banking, focusing on developing and maintaining profitable relationships with high-revenue organizations.

Responsibilities

• Expanding existing client relationships and acquiring new clients to drive revenue and portfolio growth.
• Collaborating with management and underwriters to analyze creditworthiness, structure loans, and recommend competitive pricing to ensure acceptable returns.
• Identifying client needs, matching bank capabilities, and providing financial advisory services related to financial planning, investments, and credit products.
• Preparing loan opportunity memos, finalizing deal terms, and coordinating deal team meetings to facilitate loan approvals and closings.
• Monitoring portfolio health, ensuring compliance with covenants, and identifying trends or weaknesses for management review.
• Reviewing documentation, supporting credit decisions, and maintaining a thorough knowledge of lending policies and regulations.

Qualifications

• Bachelor’s degree.
• 6-8 years of relevant experience, including management of syndicated and middle-market loans, particularly in the South Florida market.
• Proficiency in Microsoft Outlook, Word, and Excel.