RM Middle Market II

Brief Overview of Position:

TheRelationship ManagerIIwill have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV, and Commercial Card spend for companies with revenue between $25 million and $300 million. Depending on the market, this role will report directly to the Market or Team Leader. This role carries a portfolio of clients and sales production goals and is accountable to deliver comprehensive financial solutions and best-in-class experiences to clients and prospects across a broad array of industries.

Responsibilities:

• Drives financial results – Actively build a strategic client acquisition pipeline to deepen and expand your portfolio and the Bank’s presence in the market. Requires strong business development and networking in the market to cultivate a robust prospect list and drive increased market share/revenue for the firm.

• Focuses on the client - Ensuresappropriate client coverage through disciplined calling efforts, understanding of client strategic and financial objectives, identification and execution of optimalclient solutions, and ensuring best in class client experiences.

• Partners across the firm – Delivers the whole bank through effective partner engagement to identify client opportunities and oversee/manage deals from inception to close.

• Knows the business – Actively pursues the latest information and builds knowledge base related to financial/banking products, financial markets, relevant regulations, as well as business trends, including businesses which are thriving in your market/or area of expertise.

• Manages Risk - Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks. 

• Manages performance - Utilizes reports, data, and systems to actively self-manage pipeline and sales production.

Qualifications:

• Bachelor’s degree in Business Administration/finance, accounting, or related field preferred.

• Minimum 7years of commercial banking experience preferred, including prior experience in credit analysis and/or portfolio management with a focus on middle market and corporate clients.

• Strong knowledge of banking suite of products and services, industry trends, as well as financial acumen to assess and deliver on prospect/client need.

• Formal Credit Training (Commercial Credit Certification, or from another bank) or commensurate underwriting experience critical for success.

• Self-starter and persistent. Possesses a natural disposition to strive to exceed calling metrics and production goals.

• Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment.

• Operates with a sense of urgency balanced with adherence to the firm’s risk appetite.

• Exceptional writing, interpersonal and communication skills, both verbal and written to communicate with clients, all levels of employees, management, internal partners, and clients.

• Strong organizational and time management skills with ability to manage multiple priorities.

• Ability to identify and solve problems/issues and timely escalation of known risks and issues.

• High interest in, outreach to, and involvement inthe communities where we live and work.

• Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint.