Commercial Finance Relationship Manager

Full Time

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

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