Middle Market Relationship Manager -Miami, FL

FinTrust Connect•Miami, FL

6d•Onsite

About The Position

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Senior Relationship Manager, Middle Market opportunity in Miami. This role is ideal for an accomplished commercial banking leader who can originate complex relationships, serve as a strategic advisor to middle market and larger corporate clients, and balance revenue growth with disciplined credit and risk management.

Requirements

Bachelor's degree or higher in finance, accounting, business, economics, or a related discipline
At least 10 years of commercial relationship management experience
At least 5 years of direct business development and new-client acquisition experience
Formal commercial credit training
Demonstrated success originating and expanding middle market or large corporate banking relationships
Strong knowledge of commercial credit, loan structuring, financial analysis, risk ratings, and portfolio management
Experience advising privately held companies, larger corporate borrowers, private equity firms, or family offices
Ability to generate business through established referral networks, community involvement, and industry relationships
Experience identifying cross-functional opportunities involving treasury management, deposits, lending, and other banking services
Proficiency with client relationship management platforms, pipeline reporting, and revenue forecasting
Strong negotiation, executive communication, and relationship-building capabilities
Working knowledge of regulatory, reputational, operational, and credit risk considerations
Ability to work on-site in Miami, FL

Responsibilities

Lead middle market business development, strategic relationship management, deal execution, portfolio oversight, and market expansion
Lead the acquisition of new middle market and larger corporate relationships throughout the South Florida market.
Create and execute market strategies that generate revenue, increase relationship penetration, and deepen share of wallet.
Develop trusted-advisor relationships with corporate decision-makers, private equity sponsors, family offices, and professional referral sources.
Maintain consistent prospecting activity through referral networks, community involvement, industry associations, and direct client outreach.
Analyze prospective relationships to determine strategic fit, credit suitability, revenue potential, and risk-adjusted return.
Structure commercial banking solutions that align client objectives with internal credit, pricing, and risk requirements.
Identify opportunities to introduce treasury management, deposit, lending, and other specialized financial solutions.
Coordinate client presentations and engage internal product partners to deliver comprehensive recommendations.
Manage an accurate pipeline within the organization's CRM platform and provide reliable forecasting of prospective revenue and relationship activity.
Collaborate with Portfolio Managers, Associates, senior banking professionals, Credit Risk, and Client Services throughout underwriting, approval, onboarding, and closing.
Provide strategic direction to deal teams during credit analysis, transaction negotiation, documentation, and externally facing closing activities.
Maintain regular communication with clients to evaluate financial performance, emerging business needs, and changes in risk profile.
Partner with Portfolio Managers to assess credit quality and recommend appropriate internal risk ratings.
Review and provide direction on portfolio monitoring activities, including leveraged lending, shared credit exposure, criticized assets, and other internal reporting.
Evaluate transaction-related approval requests involving overdrafts, manual wires, returned payments, and account restrictions.
Manage regulatory, operational, reputational, and credit risks in accordance with established risk-appetite parameters.
Support the professional development of Associates and Senior Associates by providing guidance on client strategy, credit events, and transaction execution.
Represent the institution in the Miami business community and strengthen its visibility among prospective clients and referral partners.
Report to senior commercial banking leadership and work closely with Credit Risk Management, Portfolio Management, Treasury Management, Client Services, and other product teams.