Senior Associate - Wholesale Relationship Management
Job Family: Wholesale Banking; Job Sub-Family: Wholesale Relationship Management; Career Specialization: Wholesale Relationship Management - Middle Market; Career Stream: Professional; Career Level: P3; Job Code: WBWRMMP3; FLSA Status: Exempt; Salary Grade: 119.
About the role
Wholesale Relationship Management is responsible for developing, expanding, and maintaining relationships with commercial and institutional clients to support their financial needs and drive growth across the organization's wholesale banking portfolio. Wholesale Relationship Management - Middle Market is responsible for managing middle-market client relationships by delivering banking, credit, treasury, and advisory solutions that support growth, operational effectiveness, and financial performance.
Responsibilities
Activities include:
- Identifying client opportunities
- Delivering tailored financial solutions
- Coordinating product specialists
- Providing guidance across lending, treasury, capital, and advisory services
Additional responsibilities include managing the end-to-end client experience, monitoring portfolio performance, ensuring strong credit and risk practices, and collaborating with internal partners to support efficient onboarding, servicing, and issue resolution.
Requirements
Applies advanced knowledge of a job area typically obtained through advanced education and work experience. Responsibilities typically include managing projects/processes, working independently with limited supervision, coaching and reviewing the work of lower-level professionals, and addressing difficult and sometimes complex problems.
Bachelor's Degree required; equivalent combination of education and experience may be considered. Typically requires 5‑6+ years prior experience, with in‑depth knowledge of the job area.