Commercial Relationship Manager Senior
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-09-20
Listing for:
LiveWell Homecare Agency, LLC
Full Time
position Listed on 2026-09-20
Job specializations:
-
Finance & Banking
Loan Officer / Lending, Financial Sales, Commercial Banking, Banking & Finance
Job Description & How to Apply Below
This position involves developing and managing a portfolio of high-value commercial clients by offering tailored banking solutions such as loans, deposits, and other products to foster long-term, profitable relationships. The role requires serving as a trusted financial advisor, understanding client needs, and structuring complex credit and banking solutions in collaboration with internal teams.
Key Responsibilities:- Manage and grow client portfolios through proactive engagement and relationship deepening.
- Provide expert financial advice, recommending personalized credit, deposit, and banking solutions.
- Lead client conversations with advanced credit knowledge and structure complex transactions.
- Collaborate with cross-functional teams including Credit, Treasury Management, and specialty banking to deliver seamless service.
- Work with relationship teams on loan structuring, pricing, underwriting, and portfolio management.
- Drive growth in deposits, loans, and fee income while meeting sales and retention goals.
- Build community presence to generate referrals and expand the client base.
- Stay informed on market trends affecting clients and monitor portfolio risks and changes.
- Ensure compliance with regulatory and internal policies, completing required training.
- Act as a peer mentor and promote a collaborative team culture aligned with organizational values.
- Bachelor’s degree or equivalent experience, with 3-10 years of relevant experience.
Position Requirements
10+ Years
work experience
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