Relationship Mgr III - Commercial

Relationship Mgr III - Commercial

Scottsdale, AZ, US, 85054

The Relationship Manager III – Commercial Banking is primarily responsible for delivery of various financial products and the servicing of commercial loans to middle‑market privately owned businesses. This position requires strong knowledge of the commercial underwriting approval processes, wealth management products, treasury services, deposit offerings, and other bank services. Responsible for managing portfolios, which include the larger more profitable customer relationships.

• You will develop and execute a strategic relationship and business development plan targeting customers and prospects.
• You will spend significant time on direct outreach, database management, and identifying customer needs and solutions.
• You will issue and negotiate proposals for new relationships and cross‑selling opportunities across all bank services.
• You will manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
• You will serve as the primary liaison for clients across all financial services and resolve operational issues.
• You will train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts.

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 5‑7 years’ experience in a commercial lending environment or 11‑13 years’ equivalent experience.

• Extensive knowledge and understanding of commercial lending practices and loan documentation and loan servicing requirements
• Advanced knowledge of accounting principles and practices
• Demonstrated capacity to sell products/services within the financial services industry
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations
• Advanced knowledge of financial analysis including ratio and trend analysis and projections
  
  Specialized knowledge of specific markets to serve defined territories
• Thorough knowledge of wealth management and treasury services products
• Ability and knowledge to sell the entirety of the bank
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
• Good PC skills including knowledge of word processing and spreadsheet applications

We are an equal opportunity employer and are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.