What are the responsibilities and job description for the Commercial Relationship Manager Senior position at Vetted Solutions?
Role Overview
This position involves developing and managing a portfolio of high-value commercial clients by providing tailored banking solutions, including loans, deposits, and other products. The role requires building long-term, profitable relationships through proactive outreach, deep understanding of client needs, and serving as a trusted financial advisor.
Key Responsibilities
This position involves developing and managing a portfolio of high-value commercial clients by providing tailored banking solutions, including loans, deposits, and other products. The role requires building long-term, profitable relationships through proactive outreach, deep understanding of client needs, and serving as a trusted financial advisor.
Key Responsibilities
- Manage and grow client relationships by deepening existing accounts and acquiring new clients.
- Recommend and deliver customized financial solutions, collaborating with internal specialists.
- Lead complex credit and banking discussions with clients, ensuring credit quality and risk management.
- Coordinate with cross-functional teams to provide an integrated client experience.
- Drive revenue growth through deposits, loans, and fee income, achieving sales and retention goals.
- Maintain community presence to generate referrals and strengthen local relationships.
- Stay informed on economic and market trends impacting clients.
- Monitor client portfolios for financial changes, needs, and risks.
- Ensure regulatory compliance and complete necessary training.
- Act as a peer mentor and promote team collaboration and company values.
- Bachelor’s degree or equivalent experience, with 3-10 years of relevant experience.