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Commercial Relationship Manager
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Sales, BD Manager, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
- Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million.
- Lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects.
- Strong understanding of credit, commercial products and financial statement analysis.
- Offer beneficial banking solutions based on clients and prospects needs.
- Solicit participation in public debt issuance for clients.
- Participate in community activities.
- Responsible for risk management by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
- Responsible for doing the right thing for customers and colleagues, ensuring that actions drive a positive customer experience.
- Identify and develop profitable new "lead left" client relationships by leveraging centers of influence, existing clients, & referral sources.
- Develop and implement a business plan to achieve financial goals and qualitative measures.
- Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relationships.
- Attend community and/or specific industry forums, conferences and/or meetings to broaden relationship networks and continually deepen knowledge of trends and competitive landscape.
- Work with product partners to analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
- Monitor customer relationships to maximize opportunity for the bank, while considering Bank risk and customer needs.
- Meet with customers regularly to enhance the trusted advisor relationship and ensure business needs are met.
- Utilize consultative sell skills, commercial playbook principals and call reporting plans to enhance the client experience.
- Utilize the Bank's CRM system for client activity tracking, call reports and pipeline management.
- Analyze financial information provided to determine credit requests to pursue.
- Monitor customer financial performance, condition, and industry trends regarding credit exposure.
- Partner with Portfolio Managers and Credit Officers on credit requests while adhering to established Portfolio Management guidelines.
- Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
- Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred.
- Formalized commercial credit training or equivalent credit experience required.
- Underwriting experience preferred.
- Proven track record of partnership with investment bankers to provide strategic and capital market advice.
- Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
- Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
- Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
- Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
- Communicates with impact to a group
-Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention. - Ability to build strong internal partnerships to provide holistic solutions for clients business and personal financial goals.
- Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
- Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
- Proven ability to work in a team-based sales environment.
- Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
- Regional /local travel.
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