The Senior Commercial Relationship Manager serves as the Relationship Manger for new and existing complex clients and is responsible for managing a loan portfolio that is greater than $100MM, includes at least 35 bank relationships, and generates at least $1.8MM in revenue to the bank.
Requirements
- Achieves individual annual production and growth goals for loan, deposits, and fees
- Develops and grows new business
- Ensures ongoing contact with new clients
- Develops a comprehensive understanding of the client’s needs
- Uses internal customer sourcing software
- Participates in community organizations
- Builds client referral pipeline
- Develops and maintains an in-depth knowledge of products and services
- Promotes bank products and services
- Analyzes credit to determine the ability of clients to qualify for borrowing requirements
- Maintains follow up on existing loans
- Researches and studies industrial, commercial, economic, and financial situations
- Maintains compliance with all bank regulations
- Keeps up to date on regulation changes
- Follows all Bank policies, procedures, and compliance regulations
- May be asked to coach, mentor, or train others
- Contributes to strategic level discussions
- Acts as the Subject-Matter Expert
- Provides practical, relevant ideas and perspectives
Benefits
- Generous Paid Time Off
- Student debt employer repayment program
- 401(k) retirement plan with a 6% match