Senior Relationship Manager
Role Overview
Senior Relationship Manager serving middle-market commercial clients, typically organizations with revenues of $10 million to $40 million.
Acts as a trusted advisor, delivering commercial banking solutions and supporting client growth and long-term objectives.
Key Skills for This Role
Full Job Posting
Role overview
Senior Relationship Manager serving middle-market commercial clients, typically organizations with revenues of $10 million to $40 million.
Acts as a trusted advisor, delivering commercial banking solutions and supporting client growth and long-term objectives.
Responsibilities
- Manage and expand strategic commercial banking client relationships and portfolios.
- Identify client goals and recommend tailored banking solutions across lending, treasury, cash management, investment, and related services.
- Source new business, develop a prospective-client pipeline, and execute market growth strategies.
- Use market and competitive intelligence to find opportunities and grow the portfolio.
- Represent the bank at industry events and networking opportunities.
- Structure and negotiate credit facilities and banking solutions, balancing client needs, risk, and profitability.
- Lead credit discussions, obtain approvals, review agreements, and conduct credit and financial assessments.
- Collaborate with product, credit, risk, and senior partners; resolve complex client issues.
- Monitor portfolio profitability, risk, and return on equity and identify ways to deepen client relationships.
- Prepare executive portfolio and market reporting and follow regulatory, internal-control, and risk standards.
Requirements
- 4–7 years in commercial banking, relationship management, portfolio management, or business development.
- Demonstrated success managing complex client relationships and delivering sales and revenue results.
- Experience structuring, negotiating, and executing commercial lending transactions.
- Strong knowledge of financial statements, credit analysis, and risk assessment.
- Bachelor’s degree in Business Administration, Finance, Accounting, or a related discipline, or an equivalent combination of education and relevant experience.
- Credit qualification requirements where applicable.
Client segment
The Canadian Middle Market team serves private companies and public-sector organizations, with typical client revenues from $10 million to $40 million.
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