Commercial Relationship Manager Senior
About the role
This position involves managing and growing a high‑value client portfolio by providing customized banking solutions, including loans and deposits, to foster long‑term relationships. The role requires serving as a trusted financial advisor, understanding clients' financial goals, and recommending tailored products. Collaboration with internal teams such as Credit, Treasury Management, and specialty banking is essential to deliver an integrated client experience. The role also focuses on driving growth through deposits, loans, and fee income, while maintaining compliance with regulatory and internal policies. Additionally, the position entails community engagement to generate referrals, monitoring client portfolios for risk and needs, and acting as a mentor to promote team culture.
Responsibilities
- Manage and grow a high‑value client portfolio with customized banking solutions.
- Serve as a trusted financial advisor, understanding and aligning with clients' financial goals.
- Recommend and structure tailored loan, deposit, and fee‑based products.
- Collaborate with Credit, Treasury Management, and specialty banking teams to deliver an integrated client experience.
- Drive portfolio growth through increased deposits, loans, and fee income.
- Ensure compliance with all regulatory and internal policies.
- Engage with the community to generate referrals and strengthen relationships.
- Monitor client portfolios for risk, performance, and emerging needs.
- Mentor and support team members to foster a positive team culture.
Qualifications
- Bachelor’s degree or equivalent experience.
- 3–10 years of relevant banking or financial services experience.
Skills
- Strong client relationship management.
- Credit analysis and financial advisory expertise.
- Ability to structure complex credit and banking solutions.
- Collaborative mindset with a focus on community engagement.
- Team leadership and mentorship capabilities.
- Knowledge of regulatory requirements and internal policies.