Job Family: Wholesale Banking
Job Sub-Family: Wholesale Relationship Management
Career Specialization: Wholesale Relationship Management - Middle Market
Career Stream: Professional
Career Level: P3
Job ProfileSub-Family DefinitionWholesale 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
- 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.
Career Specialization DefinitionWholesale 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.
Career Level DefinitionApplies 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.
- Problems faced are difficult and sometimes complex.
Knowledge & Experience- 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
Job Code: WBWRMMP3
FLSA Status: Exempt
Salary Grade: 119
