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Commercial Relationship Manager
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Full-time
- This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs.
- Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.)
- Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience.
- Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
- Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
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