Senior Relationship Manager
Core
Senior Relationship Manager serving as primary contact and financial advisor for commercial clients, driving profitable cash management, deposit growth, and strategic advisory services.
Role type
Senior IC commercial banking relationship manager
Builds
Customized financial solutions, credit structures, and strategic advisory plans for middle- to upper-market commercial clients
Domain
Commercial Banking / Financial Services
Required skills
Commercial credit underwriting, business development, capital raising strategy, M&A advisory, regulatory compliance, cross-selling complex financial products, portfolio management, risk assessment modeling, client relationship management systems proficiency
Preferred skills
Master's degree in finance/accounting, 5+ years experience with middle- to upper-market clients, board/industry organization involvement, balancing business development with asset quality
Technologies
Customer relationship management systems, Risk Rating models, Asset Quality Reports
Responsibilities
Lead credit processes including underwriting, structuring, and portfolio management; drive focused growth strategy and business development; manage strategic issues like capital raising and M&A; mentor junior Relationship Managers; assemble cross-functional teams for complex client requests; maximize portfolio profitability through value-based selling
Seniority
Senior, hands-on IC with mentorship responsibilities
