The C&I Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions.
Requirements
- Serve as the primary point of contact for a portfolio of commercial clients.
- Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
- Analyze financial statements and assess creditworthiness of clients.
- Structure and negotiate commercial loans and credit facilities.
- Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
- Identify and mitigate potential risks within the portfolio.
- Ensure compliance with internal policies and regulatory requirements.
- Identify and pursue new business opportunities through networking, referrals, and market research.
- Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
- Collaborate with product specialists to deliver comprehensive financial solutions.
- Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
- Participate in team meetings.
- Ensures loan documents are complete and accurate according to policy.
- Demonstrate strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results.
- Build positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique backgrounds, perspectives, and beliefs.
Benefits
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs