Commercial Relationship Manager I
The Commercial Relationship Manager I (CRM I) has responsibility for establishing, developing and maintaining relationships with the Bank's business clients. The CRM I works with internal partners to facilitate delivery of a comprehensive suite of commercial loan and deposit solutions within an assigned territory. The ideal candidate is committed to new business development and must have excellent communication and interpersonal skills.
Key Responsibilities and Duties
- Develops and maintains an active prospect list, outreach plan, and referral sources.
- Other duties as assigned
- Serves as the primary advisor for a portfolio of complex commercial relationships.
- Engages bank partners to provide a complete suite of deposit, loan, and related business services.
- Contributes to growth of the bank through origination of new commercial loans and deposits, and related fee income.
- Provides a high level of customer satisfaction and retention while facilitating the resolution of customer needs and issues.
- Identifies, gathers, and analyzes information to assess credit risk, establishes viability of sources of repayment and determines appropriate loan structure making recommendations regarding structure, risk ratings, credit decisions to management in line with policies and procedures.
- Represents the Bank at industry and community functions.
- Maintains an awareness of competitive products, rates, and changes in the market area.
- Identifies opportunities to introduce customers to other lines of business.
Required Qualifications
- 2 years of business banking or lower-level middle market experience
Preferred Qualifications
- 3+ years of business banking or lower-level middle market experience
- Business development experience
- Knowledge of commercial credit
- Analytical/technical skills including understanding of Cash and Accrual Financial Statements & modeling
- Motivated, self-starter with ability to adapt using sound judgment navigating ambiguity to get things done
- Strong attention to detail with the ability to manage high volumes of documentation and administrative processes accurately without loss of accuracy
- Established COI’s and referral sources
- Excellent communication skills, verbal and written
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2+ Years Required; 3+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
6IC
Additional Information
- This role will originate new commercial loans and deposits in the Commercial & Industrial (C&I) space focusing on working capital lines of credit, equipment finance, and owner-occupied real estate.
- Region: Florida
Posting End Date: 10/20/25
Top Skills
What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida.
EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
