Madison-Davis Client
EXTERNAL CLIENT ROLE
The Commercial Relationship Manager focuses on delivery of credit and a broad range of product / service client solutions within a dedicated geographic area and targets general-industry clients with annual revenues between $1MM – $250MM.
Job Responsibilities
- Identifies, prioritizes and develops relationship strategy for high-value retention, expansion clients and acquisition targets
- Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Commercial Bank
- Isolates current and emerging client needs and proactively introduces solutions
- Works with relevant business partners in team-based portfolio development and expertise delivery
- Plans and executes quality client/prospect calls
- Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation
- Exercises credit acumen and pricing discipline
- Completes Relationship Management Process training and credit acumen assessment
- Develops consistent practices learned through the Relationship Management Process and required credit training
Job Requirements:
- Bachelor’s Degree required. Graduate degree preferred
- 3-5 years’ experience in Commercial Banking/Finance or sales with 1-2 years of Relationship Management experience
- Developed negotiation and oral and written communication skills
- Positive reputation and network of industry contacts