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, and 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. This role applies advanced knowledge of a job area typically obtained through advanced education and work experience. Responsibilities typically include managing projects/processes, working independently with limited supervision, coaching and reviewing the work of lower level professionals, and solving difficult and sometimes complex problems.
Requirements
- Bachelor's Degree required; equivalent combination of education and experience may be considered
- Typically requires 5 - 6+ years prior experience, with in-depth knowledge of job area
Responsibilities
- 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 projects / processes
- Working independently with limited supervision
- Coaching and reviewing the work of lower level professionals
- Solving difficult and sometimes complex problems
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What This Job Offers
Job Type
Full-time
Career Level
Senior
