Senior Relationship Manager – Commercial Real Estate

• Provide advice and valuable financial solutions to complex Global Commercial Banking clients and prospects
• Serve as primary point of contact or trusted advisor
• Acquire, deepen, and maintain profitable client relationships through sales, prospecting, and relationship enhancement
• Manage an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion
• Help companies save, borrow, and invest for current and future needs
• Interpret financial and cash flow statements to assess company financial conditions and industry trends
• Collaborate with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management
• Facilitate relationships with Product Specialists in Credit, Treasury Management, and Merchant Services
• Design and deliver financial solutions to clients and prospects
• Lead dialogue concerning industries, alternative capital structures, and general business issues
• Identify cross-selling opportunities and increase client satisfaction
• Coach and mentor peers
• Adapt to changes in sales practices and market and industry conditions

• 10+ years of experience in commercial real estate project lending and institutional financing
• Demonstrated sales, marketing, and leadership skills
• Ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff, and other associates
• Credit underwriting skills
• Presentation and negotiation skills
• Understanding of financial accounting and commercial loan underwriting
• Understanding of the relationship between credit risk, structure, and pricing
• Familiarity with interest rate management products, deposit, cash management, and other fee-based products helpful
• Excellent verbal and written skills
• Interpersonal and organizational skills
• Securities Industry Essentials (SIE), Series 7, and Series 63; must obtain within 180 days of start date
• Bachelor of Business Administration or equivalent degree in Business (Finance, Accounting, Economics, or Real Estate) or equivalent experience
• Ability to work first shift, 40 hours per week

Demonstrates extensive experience in commercial real estate project lending and institutional financing, with a strong focus on client relationship management, financial analysis, and credit underwriting. Proven ability to design financial solutions and lead cross-functional collaboration to enhance client satisfaction and drive sales.

• Commercial Real Estate Project Lending
• Credit Underwriting
• Financial Analysis
• Sales and Marketing Skills
• Securities Industry Essentials (SIE)

• Financial Accounting
• Commercial Loan Underwriting
• Credit Risk Assessment
• Interest Rate Management Products
• Cash Management
• Portfolio Management
• Presentation Skills
• Negotiation Skills

• Interpersonal Skills
• Organizational Skills
• Coaching and Mentoring

• Series 7
• Series 63

• Global Commercial Banking
• Financial Solutions
• Client Relationship Management
• Cross-Selling Opportunities
• Market Conditions