What are the responsibilities and job description for the Commercial Relationship Manager position at Health Wealth Safe?
The Commercial Relationship Manager is responsible for developing profitable business within a specific region, managing a portfolio of companies with annual gross sales between $50MM and $500MM.
They build trusted advisory relationships with Senior Executives, collaborating with internal partners to create tailored banking solutions such as loans, treasury management, and capital markets.
The role involves sourcing new clients, deepening existing relationships, and participating in community and industry events to expand networks.
Key duties include analyzing financial statements, managing client relationships, coordinating activities across teams, and ensuring excellent customer experience while adhering to risk policies.
Qualifications include a minimum of 10 years of commercial banking and relationship management experience, strong financial analysis skills, and proficiency in CRM tools.
Excellent communication, negotiation, and team collaboration skills are essential, with a focus on delivering comprehensive financial solutions to clients.
They build trusted advisory relationships with Senior Executives, collaborating with internal partners to create tailored banking solutions such as loans, treasury management, and capital markets.
The role involves sourcing new clients, deepening existing relationships, and participating in community and industry events to expand networks.
Key duties include analyzing financial statements, managing client relationships, coordinating activities across teams, and ensuring excellent customer experience while adhering to risk policies.
Qualifications include a minimum of 10 years of commercial banking and relationship management experience, strong financial analysis skills, and proficiency in CRM tools.
Excellent communication, negotiation, and team collaboration skills are essential, with a focus on delivering comprehensive financial solutions to clients.