Financial Institutions Group - Commercial Relationship Manager III

About the Role

The Commercial Relationship Manager III is a lender within the Financial Institutions Group (FIG), responsible for originating, structuring, and closing complex lending transactions for a diverse portfolio of financial‑institution clients—including banks, specialty finance companies, insurance companies, asset managers, and private‑equity and other fund sponsors—while demonstrating advanced expertise in credit underwriting, deal structuring, and risk management. The role requires a consistent track record of strong production performance and the ability to manage a complex, high‑value portfolio of client relationships across the financial‑institutions sector. The manager serves as a mentor, contributes to overall team development, and maintains a strong external presence through an established referral network within the financial‑institutions community, driving revenue growth for the FIG franchise while ensuring sound credit practices and regulatory compliance.

Responsibilities

• Work with and through others, building and maintaining relationships.
• Operate as an effective communicator, stimulating and motivating others while being aware of and responsive to their needs and concerns.
• Manage detailed financial and credit‑related work with accuracy, timeliness, and within established guidelines.
• Support and adhere to established policies, procedures, and regulatory requirements.

Minimum Requirements

• Bachelor’s degree in Business, Finance, or a related field, or an equivalent combination of education and experience.
• 9–12+ years of commercial banking or related financial services experience.
• Demonstrated experience in commercial lending, business development, sales, and client relationship management.
• Experience lending to or serving financial‑institution clients such as banks, specialty finance companies, insurance companies, asset managers, or fund sponsors.
• Valid driver’s license (not learner’s, restricted, or “to and from work” license) and a driving history that meets the bank’s driver standards; driving may be required (estimated 10–25% travel).

Desired Skills

• MBA or advanced business‑related degree (preferred).
• 10+ years of commercial banking experience.
• Strong understanding of commercial credit, financial analysis, and accounting principles.
• Knowledge of banking regulations and compliance requirements (including BSA/OFAC).
• Strong networking skills and community involvement.
• Passion for delivering exceptional client service and building long‑term relationships.
• Strong work ethic and ability to complete work accurately.
• Logical thinking and sound decision‑making ability.
• Excellent oral and written communication skills.
• Ability to handle multiple tasks simultaneously.
• Capacity to work with multiple systems and software platforms.
• Familiarity with financial‑institution business models and the regulatory frameworks that govern them (e.g., bank holding companies, insurance companies, asset managers, specialty finance companies, fund sponsors).
• Established network within the financial‑institutions community to support new client development across the FIG portfolio.

Work Environment

We believe people are our greatest asset and strive to bring clarity and simplicity to associates and clients. Decisions are made efficiently, fairly, and locally, with success tied directly to the communities we serve. The culture emphasizes meritocracy, empowerment, and support for growth within the role. Travel is required for this position, estimated at 10–25% of the time.

Benefits

In addition to financial compensation, we offer a generous benefits package that includes insurance, a 401(k) plan, an associate stock purchase program, paid time off, and associate banking perks.