What are the responsibilities and job description for the Commercial Banking Relationship Manager position at FinTrust Connect?
VP, Commercial Relationship Manager – Jacksonville, FL
FinTrust Connect has partnered with a community-focused financial institution to identify top talent for the role of Commercial Relationship Manager. This opportunity is ideal for an experienced commercial banker who thrives on business development, consultative client relationships, and portfolio management within a growing metro market.
Why this opportunity?
- Culture: This organization values trust, strong client relationships, accountability, and professional excellence. Team members are encouraged to contribute meaningfully, build long-term partnerships, and grow their careers in a collaborative banking environment.
- Workplace: On-site / market-facing role based in Jacksonville, FL
- Function: This role is responsible for developing and managing a commercial loan and deposit portfolio, delivering tailored banking solutions, and partnering across credit and product teams to support middle-market and commercial clients.
Requirements:
- 5–10 years of commercial lending or commercial banking experience
- Bachelor's degree in business, finance, banking, or a related field required
- Formal banking school training is a plus
- Experience with loan structuring, credit analysis, and portfolio management
- Strong understanding of commercial loan and deposit products
- Knowledge of federal and state lending regulations and fair lending practices
- Ability to evaluate creditworthiness and manage risk grading with credit partners
- Strong business development, negotiation, and relationship management skills
- Proficiency in Microsoft Word, Excel, and Outlook
- Familiarity with the Williamson County / greater local business community strongly preferred
Description:
- Develop and execute a business development strategy to grow commercial loan and deposit relationships within the assigned market
- Build consultative relationships with prospects and clients by identifying needs and delivering appropriate banking solutions
- Manage the flow of loan and deposit requests through internal channels to ensure strong responsiveness, sound structure, credit quality, and appropriate pricing
- Underwrite commercial loan requests within policy guidelines and prepare accurate, complete credit packages for review and approval
- Manage and service an assigned commercial portfolio, including ongoing monitoring and client support
- Partner closely with credit, treasury management, capital markets, wealth, and retail teams to deliver comprehensive relationship coverage
- Maintain complete loan and deposit documentation and resolve any operational or compliance exceptions
- Work with credit partners to assign and adjust risk grades as borrower conditions or market circumstances change
- Price loan and deposit products in accordance with bank guidelines and document exceptions where justified
- Ensure compliance with all internal policies and applicable state and federal regulations
- Resolve client issues promptly and provide a high level of service to strengthen retention and satisfaction
- Build and maintain strong relationships with centers of influence and community stakeholders to enhance market presence and reputation