Build and grow a portfolio of commercial clients through proactive outreach, referrals, and networking
Develop tailored financial proposals and ensure opportunities meet profitability goals
Partner with product specialists to deliver comprehensive banking solutions
Review and approve loan requests within authority or present to loan committees for approval
Monitor client performance and industry trends to identify risks early
Complete loan renewals and modifications on time
Maintain compliance with credit, operational, and regulatory requirements
Cross-sell additional bank products and refer clients to other business lines when beneficial

Bachelor’s degree in Finance (or equivalent banking experience)
7–10 years of experience in complex commercial lending for middle-market clients
Formal credit training preferred
Deep knowledge of credit risk management and regulatory requirements
Proven track record of business development and portfolio growth
Strong communication and relationship-building skills.

Senior Relationship Manager

Key skills