Job Description
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.
Overview 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.
Principal Duties & Responsibilities - 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.
Special information to candidates:
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters here.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at [email protected].
Job Tags
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