Commercial Relationship Manager Senior

About the role

This position involves developing and managing a portfolio of high-value commercial clients by providing tailored banking solutions, including loans, deposits, and other products. The role requires building long-term, profitable relationships through proactive outreach, deep understanding of client needs, and serving as a trusted financial advisor.

Responsibilities

• Manage and grow client relationships by deepening existing accounts and acquiring new clients.
• Recommend and deliver customized financial solutions, collaborating with internal specialists.
• Lead complex credit and banking discussions with clients, ensuring credit quality and risk management.
• Coordinate with cross-functional teams to provide an integrated client experience.
• Drive revenue growth through deposits, loans, and fee income, achieving sales and retention goals.
• Maintain community presence to generate referrals and strengthen local relationships.
• Stay informed on economic and market trends impacting clients.
• Monitor client portfolios for financial changes, needs, and risks.
• Ensure regulatory compliance and complete necessary training.
• Act as a peer mentor and promote team collaboration and company values.

Qualifications

Bachelor’s degree or equivalent experience, with 3-10 years of relevant experience.