Commercial Relationship Manager Senior
val's services · Mount Pleasant, SC · 1 wk ago
FinanceFull-time
Role Overview This position involves managing and growing a portfolio of high-value commercial clients by providing tailored banking solutions. The role requires developing new prospects, deepening client relationships, and offering products such as loans, deposits, and other financial services to foster long-term profitability. Key Responsibilities Manage and expand client portfolios through proactive outreach and personalized solutions.Serve as a trusted financial advisor by understanding clients' financial goals and needs.Recommend and deliver customized credit, deposit, and banking products in collaboration with internal teams.Lead complex client conversations, structuring credit and banking solutions with advanced credit knowledge.Collaborate with cross-functional partners to ensure a seamless client experience.Coordinate with relationship teams on loan structuring, pricing, underwriting, and portfolio management.Drive growth via deposits, loans, and fee income, aiming to meet or surpass sales and retention targets.Build community presence to generate referrals and new client relationships.Stay informed on market, legal, and economic trends impacting clients.Monitor client portfolios for changes and ensure compliance with policies and regulations.Act as a peer mentor, fostering team collaboration and embodying organizational values.Perform additional duties as assigned. Qualifications Bachelor’s degree or equivalent experience, with 3-10 years of relevant experience.