About this role

Prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above
Draws upon established network to drive bank/customer profitability via loans, deposits, Treasury Management, fees, and capital markets
Provides customers valuable insights and introduces product and service partners to meet customer needs
Works in concert with portfolio management partners, to structure loans and manage underwriting and credit approval process
Adheres to bank policies and procedures and complies with legal and regulatory requirements
Performs other duties as assigned

Bachelor's Degree or equivalent experience in accounting, finance, or a related field
10+ years related experience in financial services and banking with a focus on commercial banking relationships
20+ years’ experience working directly as a Commercial Relationship Manager (preferred)
Successful track record of recommending and cross selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance
Ability to analyze corporate financial statements and make recommendations on credit structure.
Strong written and verbal communication and negotiation skill set.
Proficient with Microsoft Office products and ability and willingness to become proficient with critical proprietary systems.

Senior Executive Relationship Manager

Key skills