What are the responsibilities and job description for the Commercial Relationship Manager position at Lewis James Professional?
Senior Relationship Manager
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Relationship Manager for a direct hire opportunity with a financial services client.
Responsibilities:
- Develop and manage commercial client relationships by identifying lending, deposit, and treasury opportunities while promoting the bank’s products and services.
- Prospect new business, structure and negotiate loan opportunities, and guide deals through underwriting, approval, documentation, and closing.
- Serve as the primary banking contact for clients by understanding their business operations, cash flow, and financial goals, while conducting ongoing relationship reviews.
- Analyze financial statements, assess credit risk, structure lending solutions, and support sound underwriting and portfolio management practices.
- Monitor portfolio performance, including renewals, maturities, delinquencies, and risk ratings, while ensuring compliance with regulatory and bank policies.
- Collaborate with internal partners and leadership to deliver a strong client experience and support joint business development efforts.
- Build and maintain referral networks through community involvement, strategic partnerships, and industry engagement.
- Drive portfolio growth and revenue production by meeting or exceeding established sales and performance goals.
- Assist with problem loan resolution and work with Special Assets when needed to protect the bank’s interests.
Qualifications:
- Bachelor’s degree in Business, Finance, Accounting, or related field, or equivalent experience.
- 9 years of commercial banking, commercial credit, consumer, or small business banking experience.
- 4 years managing complex commercial client portfolios.
- Strong knowledge of commercial lending, credit analysis, risk management, and banking policies/procedures.
- Proven ability to develop new business and expand existing client relationships.
- Demonstrated leadership, strategic thinking, and advanced financial analysis skills.
- Excellent communication, negotiation, and relationship management abilities.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Ability to balance client needs with sound risk management practices.
For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4384. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4384. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V