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The Senior Relationship Manager will build client relationships, drive financial results, manage risk, and deliver comprehensive financial solutions for companies with revenues between $25 million and $300 million.

Manage a portfolio of corporate energy clients as primary C-suite contact, develop tailored financial solutions, drive business development, collaborate to cross-sell products, oversee credit and compliance, mentor junior staff, lead pitches and deal execution, and foster a high-performing corporate banking team.

Support Corporate & Investment Banking team by reviewing financial statements, building financial spreads and models, preparing credit memos, creating pitch books, tracking pipeline, supporting portfolio reviews and assisting senior bankers in client diligence and calls.

Provide financial planning, analysis, and decision support for Technology Finance. Manage monthly close, forecasting, cost allocation (Apptio), ROI/NPV business cases, cost-reduction analytics, procurement controls, and cross-functional partnering to drive technology investment and operating discipline.

Optimize sales processes and tools, produce dashboards and analytics, support CRM and sales technologies, design and improve workflows, enable sales teams with training and collateral, coordinate cross-functional initiatives, and provide operational project and administrative support to improve sales effectiveness.

The Senior Relationship Manager will drive new relationships and loan fundings for commercial banking clients, manage client needs, and oversee risk while using effective data management.

Lead and manage marketing technology initiatives, collaborate with teams to optimize performance, ensure data compliance, and enhance campaign effectiveness.

Develop and execute the Finance & Risk analytics roadmap, create interactive analytics applications, and communicate findings to executive leadership while collaborating with data engineers.

Manage a portfolio of small business clients through relationship management, credit analysis, loan origination, deposit growth and cross-selling. Conduct regular client meetings, prepare tailored product proposals, ensure audit-ready credit files and regulatory compliance, meet revenue and retention targets, and collaborate with internal teams to structure solutions.

Manage and grow a portfolio of small business clients through relationship management, credit assessment, and cross-selling. Conduct regular client meetings, analyze financial statements and cash flow, prepare tailored product proposals, ensure regulatory/compliance readiness, document activity in CRM, and meet loan origination, deposit growth, and revenue targets. Must be bilingual (English/Spanish) and travel extensively to client locations.