Senior Relationship Manager – Global Commercial Banking, Middle Market

• 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
• 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
• Prospect for new business and enhance existing relationships
• Interpret financial and cash flow statements to assess company financial conditions and industry trends
• Collaborate with domestic and international teammates across 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 with complex clients and prospects on industry, capital structures, and business issues
• Coach and mentor peers
• Adapt to changes in sales practices and market and industry conditions

• Minimum 10 years' experience in Commercial Lending or Investment Banking
• Ability to successfully manage an extensive portfolio of clients
• Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions
• Professional sales skills and experience, including planning, execution, and follow-up of client meetings
• Strong corporate finance, capital markets, and accounting acumen
• Financial modeling experience
• Completion of formal credit training
• Outstanding oral and written communication skills
• Demonstrated leadership ability
• Ability to organize, facilitate, lead, and negotiate with bank associates to solve client problems
• Must obtain SIE, Series 7, and Series 63 licenses within 180 days of start date
• Undergraduate degree or equivalent work experience desired
• Business, finance, or economics major preferred
• MBA desirable
• Existing knowledge of the market preferred
• Active networking contacts and established Centers of Influence in the market
• Active membership/participation in local community organizations

Demonstrates extensive experience in Commercial Lending and Investment Banking, with a strong ability to manage complex client portfolios and deliver tailored financial solutions. Proven leadership and communication skills enhance client relationships and drive business growth.

• Commercial Lending Experience
• Investment Banking Expertise
• Financial Modeling
• Client Relationship Management
• Leadership Ability

• Financial Analysis
• Capital Markets Knowledge
• Accounting Acumen
• Credit Training Completion
• Portfolio Management
• Sales Planning and Execution
• Negotiation Skills
• Cash Flow Statement Interpretation
• Business Prospecting
• Transaction Closing

• Outstanding Communication Skills
• Coaching and Mentoring
• Organizational Skills
• Adaptability to Market Changes
• Facilitation Skills

• SIE License
• Series 7 License
• Series 63 License

• Global Commercial Banking
• Financial Solutions
• Client Relationships
• Wealth Management
• Treasury Management
• Merchant Services
• Investment Banking Collaboration
• Centers of Influence
• Networking Contacts
• Market Knowledge