Senior Relationship Manager

Role overview

Client relationships and sales

• Build long-term relationships with high-value and strategic clients and advise them on financial solutions.
• Develop new business through prospecting, client contacts and cross-selling credit, trust/investment and cash-management products.
• Identify share-of-wallet opportunities and grow the client portfolio while evaluating returns and ROE thresholds.
• Act as an escalation point for complex client issues and resolve them strategically.

Deals, markets and compliance

• Structure complex deals, negotiate high-value transactions and secure credit approvals with internal and external partners.
• Review loan applications and cash-management agreements for accuracy, completeness and risk alignment.
• Develop market strategies, identify segments and growth opportunities, and analyze client industries and competitors.
• Represent the bank at industry forums and conferences and share market and product insights.
• Coordinate with senior leaders and cross-functional teams on client strategies and solutions.
• Report team performance, client satisfaction and market trends to senior executives.
• Follow regulatory requirements, internal controls and compliance policies; apply the bank’s Risk Management Framework and approved risk appetite.

Qualifications

• Bachelor’s degree required; Business Administration, Finance or Accounting preferred. Related discipline or commensurate experience may be considered.
• Seven or more years of relevant relationship, account or portfolio management experience in corporate or similar segmented banking with sales metrics is preferred.
• Credit qualifications and related knowledge apply if the role is credit-qualifiable.
• Deep knowledge and technical proficiency gained through extensive education and business experience.

Proficiency

• Advanced proficiency in product knowledge, regulatory compliance, deal structuring, portfolio management, credit risk assessment, project management, customer service, problem-solving, negotiation and relationship building.
• Expert proficiency in financial analysis.
• Works independently, exercises judgment and handles non-routine situations; broader duties may be assigned.

Pay

• Published salary range is $70,000–$150,000; pay type is salaried.
• Actual salary may vary by location, skills, experience, education and qualifications; compensation may include commission or other incentives.