Jobs · Finance · California

Senior Commercial Relationship Manager

Valley Strong Credit Union · Bakersfield, CA · 2 wk ago
FinanceFull-time

Position Summary

The Sr. Commercial Relationship Manager role leads high-value, high-complexity relationships and is accountable for significant revenue generation, portfolio health, and strategic market development. The Senior Relationship Manager serves as a primary advisor to executive leadership at client companies, originates and structures complex credit solutions, and provides leadership across relationship teams and product partners.

Essential Duties

  • Drives market strategy and business development; originate new relationships and expand share-of-wallet in targeted segments.
  • Lead structuring and negotiation of complex credit solutions, including construction transactions and customized covenant packages as applicable.
  • Set portfolio strategy and risk appetite for assigned relationships; oversee proactive management of criticized assets and complex renewals.
  • Serve as executive sponsor for key relationships; build and maintain trusted-advisor status with owners, boards, and C-suite leaders.
  • Cook up multi-product, multi-disciplinary teams (treasury, capital markets, merchant/payments, specialty lending) to deliver integrated solutions.
  • Provide leadership and mentorship to Relationship Managers/Associates; contribute to talent development, best practices, and process improvement.
  • Ensure strong compliance culture and adherence to policies, regulatory requirements, and internal controls.
  • Structuring and negotiating complex commercial credit facilities and leading internal credit approval processes.
  • Revenue growth, portfolio profitability, and credit quality outcomes.
  • Client leadership, executive presence, negotiation skills, and ability to influence outcomes.
  • Achieve quarterly and annual sales goals assigned by the SVP Chief Business Officer or Business Banking Market President.

Qualifications

  • Supervisory Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • Education: Preferred Description 4 Year / Bachelor's Degree Bachelor’s degree in business, accounting or finance, or 10 plus years’ equivalent banking and commercial lending experience.
  • Experience: Minimum Years of Experience Comments 10 10 plus years of outside sales and customer service experience in the financial services industry.

Similar jobs