8-10 years of commercial lending experience required.
Formal credit training from a national or large regional bank preferred.
Strong understanding of accounting, finance, and credit analysis.
Proven ability to build and grow client relationships in a fast-paced environment.
Excellent communication, presentation, and problem-solving skills.
Proficiency in Microsoft Office and CRM tools.
Responsibilities
Meet or exceed individual sales and retention goals while ensuring compliance with legal and regulatory requirements.
Independently grow your portfolio through client referrals, networking, and targeted outreach.
Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards.
Present and promote banking solutions confidently to existing and prospective clients.
Collaborate with internal teams to deliver a full-service experience for clients.
Make informed decisions on overdrafts, wires, pricing, and structuring within your authority.
Negotiate loan terms based on risk, market conditions, and overall client relationship value.
Benefits
Opportunity to work with high-value corporate clients.
Collaborative environment with internal partners.
Focus on professional growth and relationship management.
Access to tailored financial solutions for clients.
Emphasis on compliance and risk management.
Full Job Description
Overview
As a Corporate Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients' growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals.
You'll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You'll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards.
What You'll Do
Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements.
Independently grow your portfolio through client referrals, networking, and targeted outreach.
Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals.
Present and promote banking solutions with confidence and clarity to both existing and prospective clients.
Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience.
Make informed decisions on overdrafts, wires, pricing, and structuring within your authority.
Negotiate loan terms based on risk, market conditions, and overall client relationship value.
Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies.
Monitor portfolio quality, manage past due loans, and proactively address potential issues.
Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements.
Qualifications
8-10 years of commercial lending experience required.
Formal credit training from a national or large regional bank preferred.
Strong understanding of accounting, finance, and credit analysis.
Proven ability to build and grow client relationships in a fast-paced environment.
Excellent communication, presentation, and problem-solving skills.
Proficiency in Microsoft Office and CRM tools.
Education
Bachelor's degree in business, Finance, or a related field required.
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
