Relationship Manager- Commercial Banking
About The Position
The Relationship Manager develops, manages, and expands relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. The role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and serves as a strategic advisor through a consultative, relationship-driven approach. The Relationship Manager partners with credit, operations, and product specialists to coordinate financial solutions around client objectives. The position supports departmental and organizational growth by developing new business, deepening existing relationships, and maintaining strong credit quality. It contributes to revenue generation, strengthens market presence, and shapes the client experience through customized guidance and high-touch banking services. The role also includes BSA/AML and compliance responsibilities, including following Bank policies and reporting suspicious activity to the BSA Officer as appropriate.
Requirements
- At least 5 years of progressive commercial banking experience, emphasizing business development, relationship management, portfolio management, and sales.
- Ability to sell bank products and services effectively and demonstrate credibility and professionalism when working with clients.
- Ability to close business.
- Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.
- Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.
- Proven success reinforcing a disciplined, performance-driven credit culture.
- Ability to travel frequently to support clients and business development and meet with prospects.
- Ability to sit or stand for extended periods, use a keyboard and mouse, and walk to and from workstations.
- Ability to frequently lift or move up to 10 pounds and occasionally lift or move up to 50 pounds; close vision and ability to adjust focus are required.
Nice To Haves
- Bachelor’s degree in Business, Finance, or a related field is preferred.
Responsibilities
- Develop, deepen, and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through proactive, consultative engagement.
- Identify new business opportunities, expand existing client relationships, and provide tailored credit, deposit, and treasury solutions to support clients and revenue goals.
- Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, while following internal policies and regulatory requirements.
- Partner with Credit Administration, Operations, Client Services, Treasury, and Compliance to coordinate client needs and deliver seamless service.
- Work with business development staff, lenders, and underwriters to structure loans.
- Respond to client inquiries professionally and knowledgeably; perform other duties as assigned or needed.
- Demonstrate leadership through mentorship, cross-departmental influence, and participation in business initiatives.
- Understand and follow the Bank’s BSA/AML and compliance policies, and elevate suspicious activity to the BSA Officer as appropriate.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
