Senior Commercial Relationship Manager

About the role

This position involves developing and managing a portfolio of high-value commercial clients, offering tailored financial solutions including loans, deposits, and banking services. The role requires building long-term relationships by understanding clients' financial goals, providing expert advice, and structuring complex credit and banking solutions.

Responsibilities

• Manage and grow client portfolios through proactive outreach and relationship deepening.
• Serve as a trusted financial advisor, recommending customized products and solutions.
• Lead client discussions with advanced credit knowledge, structuring complex deals.
• Collaborate with internal teams such as Credit, Treasury Management, and specialty banking to deliver seamless service.
• Work closely with the relationship team on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth in deposits, loans, and fee income while meeting sales and retention targets.
• Maintain community presence to generate referrals and foster new client relationships.
• Stay informed on economic and market trends to advise clients effectively.
• Monitor client portfolios for financial changes, product needs, and risk assessment.
• Ensure compliance with regulatory and internal policies, completing required training.
• Act as a peer mentor and promote team collaboration and organizational values.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3-10 years of relevant experience or related education.