Middle Market Relationship Manager or Senior Relationship Manager

POSITION SUMMARY

Develops and manages relationships with commercial clients in assigned business segments with complex clients and prospects. Viewed as a trusted advisor to clients and can manage and develop a portfolio of relationships with target segments that lead to loans, deposits and other revenue generating products and services. Requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer holistic banking solutions (i.e. loans and treasury management) based on specific needs. May specialize in specific industries such as Transportation, Manufacturing, Distribution, etc.

MAJOR RESPONSIBILITIES

• Drive both personal and team’s development of new business for companies with annual revenue of no less than $50MM and ongoing credit monitoring of the portfolio.
• Develop trusted advisory relationships with Owners and Senior Executives of Clients, Prospects and Centers of Influence.
• Lead and coordinate with bank partners to create and implement a strategy for large and complex Clients, Prospects and Centers of Influence. Collaborate with other Bank partners and communicate new sales and cross selling opportunities.
• Participate in community activities. Responsible for training, educating, and promoting sound business practices.
• Provide industry specific knowledge assistance for the vertical.
• Understand and be proficient on Products and Services to make recommendations to clients based on the needs of its business.
• Protect the bank by applying sound risk management protocols and adhering to regulatory requirements.
• Identify opportunities for offering a full range of bank product and services, based on clients’ needs; Analyze tactical business challenges related to full-service banking for the vertical.
• Perform Annual Client reviews; in partnership with any relationship stakeholders, to ensure clients’ needs are being fully met.
• Coordinate with Credit Manager / Credit Team to ensure all necessary documentation is received from the client to facilitate expeditious underwriting. Present credit recommendations for client full banking relationship needs.
• Communicate and educate current and potential clients on products and services to resolve any business or technical need.
• Participate in internal and external meetings to build credibility, win new business, enhance relationships and create a perception of bank’s products, services and competencies.

OTHER RESPONSIBILITIES

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED