Middle Market Relationship Manager - Institutional Client Group
About The Position
The Relationship Manager manages and grows a complex portfolio of companies in Milwaukee with revenues ranging from $50 million to $1 billion. The role focuses primarily on the Commercial Banking Middle Market segment and is part of U.S. Bank’s Institutional Client Group, which serves the bank’s largest clients. This is an SVP-level position responsible for acquiring new clients, deepening existing relationships, understanding complex business models, delivering tailored banking solutions, and structuring credit facilities to support clients’ growth, liquidity, and capital strategies. The Relationship Manager works collaboratively with portfolio management, credit teams, and other stakeholders to structure financing solutions and maintain sound credit practices. The role provides strategic financial advice, identifies opportunities across the bank’s product suite, and coordinates partners to deliver an integrated client experience. It calls for strong business-development, financial and analytical skills, and the ability to design and negotiate credit structures across a range of financing needs. The position requires working from a U.S. Bank location three or more days per week.
Requirements
- Reputation and market knowledge of clients, prospects, and centers of influence (COIs).
- Experience serving companies with revenues ranging from $50 million to $1 billion.
- At least 8 years of banking experience.
- BA/MBA in finance, accounting, or a related field, or equivalent experience.
- FINRA SIE, Series 63, and Series 79 licenses; must obtain any not already held within 180 days of hire.
- Proven leadership abilities and strategic management skills.
- Strong relationship-management and business-development/sales skills.
Nice To Haves
- Exceptional verbal and written communication skills.
- Strong business acumen and strategic-thinking ability.
- Deep analytical, decision-making, and problem-solving skills.
- Ability to partner across multiple business segments to deliver integrated financial solutions for the complex needs of middle-market clients.
Responsibilities
- Manage and grow a large, complex commercial banking portfolio, driving relationship profitability, revenue growth, and risk-adjusted returns.
- Develop and deepen client relationships by identifying opportunities to acquire new business, retain clients, and expand wallet share with tailored banking solutions.
- Build a high-quality, self-sourced sales pipeline through prospecting, business development, and consistent client outreach.
- Provide strategic financial guidance and deliver solutions aligned with clients’ business objectives, capital needs, and growth strategies.
- Approve loans and underwrite and approve credit transactions within assigned or delegated authority while overseeing portfolio credit quality and risk.
- Partner with cross-functional stakeholders to deliver integrated client solutions, improve the client experience, and execute strategic business initiatives.
- Foster collaboration, consistent execution of priorities, and a client-centric culture.
- Use business, industry, and financial expertise to understand clients’ operating environments, value drivers, competitive dynamics, and growth objectives.
- Use data, financial metrics, and portfolio insights to monitor performance, identify growth opportunities, mitigate risks, and drive continuous improvement.
- Execute relationship-management and business-development strategies that support market growth, revenue generation, and business performance goals.
- Comply with the U.S. Bank Code of Ethics and applicable Anti-Money Laundering, Bank Secrecy Act, information-security, suspicious-activity reporting, account-opening, and training requirements.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase program.
- Pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
