Emerging Middle Market-Relationship Manager I
Core
Drive profitable business development and manage a portfolio of companies with annual gross sales of at least $10 million within a specific geographic area.
Role type
Emerging Middle Market Relationship Manager
Builds
Commercial banking solutions including loans, treasury management, and capital markets products
Domain
Commercial Banking / Financial Services
Required skills
commercial credit analysis, financial statement analysis, consultative sales, portfolio management, risk assessment, relationship strategy development
Preferred skills
One Bank partnership building, community engagement, industry forum participation
Technologies
Microsoft Office, CRM systems
Responsibilities
Prospect for clients independently using referral sources and centers of influence; Develop and implement business plans to achieve financial goals; Work with internal partners to deepen existing relationships and acquire new high-value prospects; Analyze financial information to determine credit requests; Partner with Credit teams on credit requests and adhere to Portfolio Management guidelines; Meet with customers regularly to enhance trusted advisor relationships.
Seniority
Mid-level, hands-on IC
