Senior Associate - Wholesale Relationship Management
About The Position
Wholesale Relationship Management is responsible for developing, expanding, and maintaining relationships with commercial and institutional clients to support their financial needs and drive growth across the organization's wholesale banking portfolio. Activities include: Identifying client opportunities Delivering tailored financial solutions Coordinating product specialists Providing guidance across lending, treasury, capital, and advisory services Responsibilities also include managing the end-to-end client experience, monitoring portfolio performance, ensuring strong credit and risk practices, and collaborating with internal partners to support efficient onboarding, servicing, and issue resolution. Wholesale Relationship Management - Middle Market is responsible for managing middle-market client relationships by delivering banking, credit, treasury, and advisory solutions that support growth, operational effectiveness, and financial performance. Other duties as assigned.
Requirements
- Bachelor's Degree required
- Equivalent combination of education and experience may be considered
- Typically requires 5 - 6+ years prior experience
- In-depth knowledge of job area
Responsibilities
- Developing, expanding, and maintaining relationships with commercial and institutional clients
- Identifying client opportunities
- Delivering tailored financial solutions
- Coordinating product specialists
- Providing guidance across lending, treasury, capital, and advisory services
- Managing the end-to-end client experience
- Monitoring portfolio performance
- Ensuring strong credit and risk practices
- Collaborating with internal partners to support efficient onboarding, servicing, and issue resolution
- Managing middle-market client relationships by delivering banking, credit, treasury, and advisory solutions that support growth, operational effectiveness, and financial performance
- Managing projects / processes, working independently with limited supervision
- Coaching and reviewing the work of lower level professionals
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What This Job Offers
Job Type
Full-time
Career Level
Senior
