Sr. Executive CRE Relationship Manager

About the role

The Senior Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues of $75M and above within an assigned geographic territory. They leverage an established network to drive bank and customer profitability through loans, deposits, Treasury Management, fees, and capital markets. The role involves providing valuable insights to customers and introducing product and service partners to meet their needs. The manager works closely with portfolio management partners to structure loans, manage underwriting and credit approval processes, ensure appropriate documentation, and oversee the closing of complex commercial loans.

Responsibilities

• Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking.
• Leads a team of cross-functional colleagues in collaborative pre-call planning sessions to ensure robust client interactions.
• Leverages an established group of Centers of Influence to obtain referrals and continually grows this network.
• Identifies and mitigates credit risks, makes recommendations on appropriate credit structure, and effectively articulates bank recommendations to clients and prospective clients.
• Adheres to bank policies and procedures and complies with legal and regulatory requirements.
• Follows processes and procedures to ensure risks are measured, monitored, and controlled, and compliance requirements are adhered to on an ongoing basis.
• Performs other duties as assigned.

Requirements

• Bachelor’s Degree or equivalent experience in accounting, finance, or a related field.
• 15+ years of related experience in financial services and banking, with a focus on commercial banking relationships and knowledge.

Preferred Qualifications

• 20+ years of experience working directly as a Commercial Relationship Manager.
• Demonstrated ability to develop a new market, create brand awareness, and successfully generate meaningful new client relationships.
• Successful track record of recommending and cross-selling important banking services, including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance, to meet client needs and improve bank profitability.
• Formal credit training and commercial banking underwriting experience.
• Master of Business Administration (MBA) Degree.
• Active involvement in community and/or non-profit volunteering services.
• Ability to analyze corporate financial statements and make recommendations on credit structure.
• Strong written and verbal communication and negotiation skills.
• Proficient with Microsoft Office products and willingness to become proficient with critical proprietary systems.
• Knowledge of Capital Markets (Debt and Equity) and understanding of how to succeed in a multi-bank/syndicated credit facility environment.
• Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight.
• Consistently exceeds production targets in call activity, new client acquisition, funding loans, capital markets and other fees, liquidity/deposits, client-level, and portfolio profitability.

Schedule

This is an exempt position (not eligible for overtime pay).

Workplace Type

This role operates primarily in an office setting. Certain positions outside the branch network may be eligible for a flexible work arrangement, combining in-office and remote work. Specific arrangements will be provided by the hiring team.