Commercial RM II
Core
Drive profitable business development and manage the quality of an existing portfolio of companies with annual gross sales of at least $10 Million within a specific geographic area.
Role type
Senior IC Commercial Relationship Manager
Builds
Loans, treasury management, and capital markets solutions for corporate clients
Domain
Commercial Banking
Required skills
Commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, business plan development, relationship strategy, product partnership coordination, CRM utilization, covenant monitoring
Preferred skills
Master's degree in Business, 3+ years in sales role, formalized commercial credit training, Microsoft Office proficiency, prospecting tools experience
Technologies
CRM systems, Microsoft Office
Responsibilities
Prospect for clients independently using referral sources and centers of influence; Develop and implement business plans to achieve financial goals; Collaborate with internal partners to deepen relationships and acquire new prospects; Attend industry forums and conferences to broaden networks; Analyze financial information to determine credit request viability; Manage customer relationships to maximize opportunity while adhering to bank risk; Meet with customers regularly to enhance trusted advisor relationships; Utilize consultative sales skills and call reporting plans; Partner with Credit on credit requests and adhere to Portfolio Management guidelines; Monitor asset quality, credit administration, and RAROC metrics.
Seniority
Mid-Senior, hands-on IC
