What are the responsibilities and job description for the Senior Commercial Relationship Manager position at RoShay Services?
Role Overview
This position involves developing and managing a portfolio of high-value commercial clients, offering tailored financial solutions including loans, deposits, and banking services. The role requires building long-term relationships by understanding clients' financial goals, providing expert advice, and structuring complex credit and banking solutions.
Key Responsibilities
This position involves developing and managing a portfolio of high-value commercial clients, offering tailored financial solutions including loans, deposits, and banking services. The role requires building long-term relationships by understanding clients' financial goals, providing expert advice, and structuring complex credit and banking solutions.
Key Responsibilities
- Manage and grow client portfolios through proactive outreach and relationship deepening.
- Serve as a trusted financial advisor, recommending customized products and solutions.
- Lead client discussions with advanced credit knowledge, structuring complex deals.
- Collaborate with internal teams such as Credit, Treasury Management, and specialty banking to deliver seamless service.
- Work closely with the relationship team on loan structuring, pricing, underwriting, and portfolio management.
- Drive growth in deposits, loans, and fee income while meeting sales and retention targets.
- Maintain community presence to generate referrals and foster new client relationships.
- Stay informed on economic and market trends to advise clients effectively.
- Monitor client portfolios for financial changes, product needs, and risk assessment.
- Ensure compliance with regulatory and internal policies, completing required training.
- Act as a peer mentor and promote team collaboration and organizational values.
- Bachelor’s degree or equivalent experience.
- 3-10 years of relevant experience or related education.