Sr. Executive CRE Relationship Manager
On-siteAtlanta, Georgia, United States
Job Summary
Prospect and develop upper middle market banking relationships for companies with revenues $75M and above, driving profitability through loans, deposits, Treasury Management, fees, and capital markets. Lead cross-functional colleagues in collaborative pre-call planning and leverage Centers of Influence to obtain referrals and grow the network. Structure complex commercial loans, manage underwriting and credit approval processes, ensure appropriate documentation, and coordinate closing. Articulate bank recommendations to clients while identifying and mitigating credit risks. Adhere to bank policies and comply with legal and regulatory requirements, ensuring risks are measured, monitored, and controlled on an ongoing basis. Consistently exceed production targets in call activity, new client acquisition, funding, and portfolio profitability.
Required Qualifications
- Bachelor's Degree or equivalent experience in accounting, finance, or a related field
- 15+ years related experience in financial services and banking with a focus on commercial banking relationships and knowledge
Desired Qualifications
- 20+ years' experience working directly as a Commercial Relationship Manager
- Demonstrated ability to develop a new market, create brand awareness and successfully generate meaningful new client relationships
- Successful track record of recommending and cross selling important banking services including Treasury Management, Capital Markets, International Banking, Wealth Management, Private Banking, and Insurance to meet client needs and improve bank profitability
- Formal credit training and commercial banking underwriting experience
- Master of Business Administration Degree
- Actively involved in community and/or non-profit volunteering services
- Ability to analyze corporate financial statements and make recommendations on credit structure
- Strong written and verbal communication and negotiation skill set
- Proficient with Microsoft Office products and ability and willingness to become proficient with critical proprietary systems
- Knowledge in Capital Markets (Debt and Equity) and understand how to succeed in a multi-bank/syndicated credit facility environment
- Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight
- Consistently exceed production targets in call activity, new client acquisition, funding loans, capital markets and other fees, liquidity/deposits, client-level and portfolio profitability
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