Emerging Middle Market Relationship Manager, Director
$122,400–$228,000 year
On-siteSherman Oaks, California, United States
Job Summary
Manage high-value client portfolios by structuring complex deals, securing credit approvals, and negotiating transactions that align with client needs and bank objectives. Drive revenue generation through cross-selling initiatives, retention strategies, and identifying share-of-wallet opportunities while acting as an escalation point for resolving complex client issues. Lead market coverage strategies to expand portfolios, analyze industry trends, and deliver strategic insights to senior leadership on performance and market positioning. Represent the bank at industry forums and collaborate with cross-functional teams to define tailored financial solutions. Ensure full adherence to regulatory requirements, internal controls, and the Risk Management Framework in all relationship management activities.
Required Qualifications
- Bachelor's degree
- 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics
- If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
- Seasoned professional with a combination of education, experience and industry knowledge
- Advanced level of proficiency: Project Management
- Advanced level of proficiency: Change Management
- Expert level of proficiency: Product Knowledge
- Expert level of proficiency: Regulatory Compliance
- Expert level of proficiency: Structuring Deals
- Expert level of proficiency: Portfolio Management
- Expert level of proficiency: Credit Risk Assessment
- Expert level of proficiency: Customer Service
- Expert level of proficiency: Stakeholder Management
- Expert level of proficiency: Negotiation
- Expert level of proficiency: Customer Relationship Building
Desired Qualifications
- Business Administration
- Finance
- Accounting
- Any other related discipline
- Commensurate work experience
- 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics (preferred)
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