Commercial Relationship Manager II (26-110)
About The Position
The Commercial Relationship Manager II is responsible for generating new business while managing existing commercial clients in an appropriate market segment. This role involves developing and executing market strategies for development, growth, and retention through client interactions, qualification, and follow-up. The position actively cross-sells Bank products, makes financing proposals, and negotiates terms for loans and leases. The role requires strong credit and pricing skills, including making recommendations and decisions within assigned authority. Analyzing financial statements and credit information to understand client needs and recommend solutions is key. The Commercial Relationship Manager II sponsors loan requests through the approval process, responds promptly to client issues, and manages administrative tasks like credit analysis and processing. Active community involvement and management of portfolios for medium to large-sized businesses are also expected. Other tasks and responsibilities may be assigned as needed.
Requirements
- Bachelor’s Degree or Equivalent Education & work experience.
- 5+ years experience in banking new business development sales.
- Ability to travel.
Nice To Haves
- Exceptional client interaction skills.
- Strong background and understanding of corporate finance and business acumen.
- Mastery of the spectrum of Bank products including credit, international, cash management, leasing, and consumer products.
- Ability to organize and lead sales initiatives, including generating complex, customized proposals.
- Professional sales skills and experience, including planning, execution, and follow-up.
- Strong problem-solving skills.
- Outstanding verbal and written communication skills.
Responsibilities
- Generate new business while managing existing commercial clients.
- Develop and execute market strategies for development, growth, and retention.
- Execute strategy with calls, visits, client qualification, and meeting follow-up.
- Actively cross-sell Bank products.
- Make financing proposals and negotiate terms and conditions for loans, leases, etc.
- Interact with Loan Review.
- Exercise strong credit and pricing skills, making recommendations and decisions.
- Analyze financial statements and credit information to discuss client needs and recommend Bank services.
- Sponsor loan requests through the appropriate credit approval process.
- Respond promptly to client issues, questions, and concerns.
- Manage administrative tasks, including credit analysis and processing.
- Stay actively involved in the community and area functions.
- Manage portfolios for medium to large-sized businesses.
- Perform other tasks and responsibilities as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
