Commercial Relationship Manager Senior

About the role

This position involves developing new business and managing a portfolio of commercial clients by providing tailored banking solutions such as loans, deposits, and other products to foster long-term, profitable relationships. The role requires deep understanding of clients' financial needs, recommending appropriate credit and banking services, and structuring complex financial solutions.

Responsibilities

• Manage and grow a high-value client portfolio through relationship deepening and acquisition.
• Serve as a trusted financial advisor by assessing clients' financial situations and goals.
• Recommend and deliver customized banking solutions in collaboration with internal specialists.
• Lead client discussions with advanced credit knowledge, structuring complex solutions.
• Collaborate with cross-functional teams to provide an integrated client experience.
• Work with the relationship team on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth in deposits, loans, and fee income while meeting sales and retention targets.
• Build community presence to generate referrals and strengthen client relationships.
• Stay informed on market trends, legal, and economic factors impacting clients.
• Monitor and manage client portfolios, ensuring compliance with policies and regulations.
• Act as a peer mentor, promoting team collaboration and organizational values.

Qualifications

Bachelor’s degree or equivalent experience, with 3-10 years in related roles.