Middle Market Relationship Manager II

Summary/Objectives

It is the responsibility of the Middle Market Banker II to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new middle market business through consultative sales efforts. Manages a high level and emerging loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Together with portfolio managers, compiles loan packages ensuring completeness and accuracy of information provided. Works with Bank’s product teams to cross-sell products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures.

Responsibilities

• Develops new middle market business through consultative sales efforts.
• Manages a high level and emerging loan and deposit portfolio providing superior client service.
• Analyzes financial information to evaluate the credit worthiness of loan requests.
• Together with portfolio managers, compiles loan packages ensuring completeness and accuracy of information provided.
• Works with Bank’s product teams to cross-sell products and services of the Bank.
• Affirms that all loans are following State and Federal regulations and Bank policies and procedures.

Qualifications

• Efficacy in calling activity.
• Proposal generation.
• Revenue generation.
• Risk mitigation.
• Ability to build successful relationships.