Commercial Relationship Manager
$96,500–$207,500 year
On-site · Chicago, Illinois, United States
Job Summary
Commercial Relationship Manager responsible for profitable business development and managing an extensive portfolio of high-revenue clients (annual gross sales of at least $10 million, emphasis on customers with higher revenues). Lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. Leverage credit expertise and financial statement analysis to offer banking solutions (loans, treasury management, capital markets) tailored to client needs. Travel required; engage in community activities; ensure risk management and alignment with bank policies while growing revenue through proactive client engagement and cross-sell of commercial products. Proficient in evaluating credit requests, analyzing financial performance, and collaborating with Portfolio Managers and Credit Officers. Strong communication and negotiation skills, CRM usage, and ability to develop business plans to achieve financial and qualitative goals.
Required Qualifications
- 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 wholistic 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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