Commercial Banking Relationship Manager - Technology
About The Position
The Commercial Banking Relationship Manager serves as the central contact for clients, coordinating the delivery and maintenance of a broad range of bank products and services with internal partners and acting as a trusted advisor to clients’ executive management teams. Within the Middle Market team, the role covers clients from core to upper middle market. It is suited to an experienced banker who can navigate complex corporate structures, structure sophisticated financings, collaborate with Treasury partners, and guide clients through capital markets needs. The role focuses on relationship building, idea generation, strategic business discussions, risk management, credit structuring, and industry insights. The Relationship Manager manages a portfolio of credit and non-credit relationships, develops prospective clients, and generates new and incremental margin and fee revenue through credit and ancillary product sales, including capital markets offerings. The role works closely with Portfolio Management and credit teams to serve clients, expand relationships, and grow the portfolio.
Requirements
- At least 12 years of relevant industry experience.
- A record of success soliciting, selling, developing, servicing, and structuring secured and unsecured commercial financings, including complex transactions.
- Ability to manage difficult and sensitive client relationships and negotiate effectively to win deals and document transactions legally.
- Independent thinker and self-starter with strong sales skills and excellent credit skills.
- Highly skilled in financial modeling and able to structure credit appropriately in a modeling environment.
- Ability to independently assess business risk, considering capital structures and industry nuances.
- Highly developed communication skills and ability to persuasively influence others and gain commitment for proposed ideas and solutions.
- Enthusiastic, resilient, and energetic.
- Bachelor’s degree required.
Nice To Haves
- Formal commercial credit training is strongly preferred.
- Master’s degree preferred.
Responsibilities
- Build and maintain client relationships and serve as a trusted advisor to executive management teams.
- Coordinate the delivery and maintenance of bank products and services in collaboration with internal partners.
- Manage a portfolio of credit and non-credit relationships of varying size and complexity.
- Conduct active market coverage of prospective clients to achieve new-client acquisition goals.
- Generate new and incremental margin and fee-based revenue from credit and non-credit products and services, including capital markets offerings.
- Assess financial statements and credit issues, apply strategic thinking, and provide value across diverse sectors.
- Work with and delegate to the Portfolio Management team and credit to proactively serve clients, expand relationships, and grow the portfolio.
- Plan, organize, and manage deal teams, including relevant product partners, to develop value-added approaches for clients and prospective clients.
- Lead strategic business discussions, risk management, credit structuring, and industry observations.
Benefits
- Competitive pay and opportunity to earn an annual discretionary bonus.
- Comprehensive medical coverage.
- Dental insurance.
- Vision insurance.
- Retirement benefits.
- Maternity and paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
- Paid time off exceeding mandatory paid sick or paid time-away requirements in every U.S. state and local jurisdiction.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
