Commercial Relationship Manager III
Core
Drive profitable business development and manage a portfolio of high-revenue corporate clients (>$10M, focus on >$20M) by delivering tailored banking solutions including loans, treasury management, and capital markets.
Role type
Senior IC Commercial Relationship Manager
Builds
Production banking solutions (loans, treasury, capital markets) for corporate clients
Domain
Commercial Banking / Corporate Finance
Required skills
Commercial credit underwriting, financial statement analysis, public debt issuance solicitation, consultative sales, risk assessment, portfolio management, investment banking partnership
Preferred skills
Treasury management expertise, capital markets advisory, alternative lending knowledge, Microsoft Office proficiency
Technologies
CRM systems, Microsoft Office
Responsibilities
Develop business plans to achieve financial goals; analyze financial information to determine credit requests; monitor customer financial performance and industry trends; partner with Portfolio Managers and Credit Officers on credit requests; attend industry forums to broaden networks; utilize consultative sales skills to enhance client experience.
Seniority
Senior, hands-on IC
