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Manage and grow commercial client relationships for companies with $20M–$100M revenue. Identify and pursue acquisition and retention opportunities, deliver tailored banking solutions, coordinate cross-functional teams, manage transaction lifecycle, exercise credit and pricing discipline, and execute advisory-driven client engagements to optimize revenue and deepen institutional relationships.

Establish and manage customer investment portfolios by providing financial planning, investment products, and portfolio guidance. Prospect and build client relationships, maintain a sales pipeline, conduct performance reviews, mentor junior staff, and ensure compliance with corporate and industry regulations.

Provides administrative and client-servicing support to Commercial Relationship Managers: manages credit application workflow, post-closing requirements, loan maturity pipeline, reporting (360, pipeline, maturities, past due), onboarding Treasury Management clients, maintaining data integrity in OneView/RGA, and supporting specialized segments (AG, GIB, SBA).

Conduct business process analysis and needs assessments to align IT solutions with business initiatives. Translate requirements into scalable Salesforce solutions, support mortgage origination and CRM processes, create reports and dashboards, perform data validation and quality management, monitor system performance, and recommend process improvements. Provide application support and collaborate with IT and business stakeholders.

Manage and grow relationships with high-value commercial clients (typically >$100M revenue). Deliver tailored banking solutions, lead deal structuring and pricing, execute client calls, coordinate internal partners, and drive retention/expansion while exercising strong credit acumen and compliance.

Manage and grow commercial client relationships for businesses up to $50M-$75M in revenue. Prioritize retention and acquisition, deliver tailored banking solutions, coordinate cross-functional teams, manage transaction processes, exercise credit and pricing discipline, and execute advice-driven client engagements to optimize revenue.

Manage and grow commercial client relationships (clients up to $20M revenue). Develop relationship strategies, deliver tailored banking solutions, execute advice-driven client calls, manage transactions through close, exercise credit and pricing discipline, and collaborate with business partners to optimize revenue.

Designs, builds, deploys and maintains applications; installs and configures hardware/software; monitors and tests system performance; diagnoses and resolves system issues; implements enhancements; ensures regulatory, risk and cybersecurity compliance; produces documentation and reports; may lead junior associates and own end-to-end processes.

The Small Business Relationship Manager identifies and grows client relationships, delivers financial solutions, assesses financial needs, and collaborates with branches to provide tailored services to small business clients.

Manage and grow commercial client relationships (targeting companies up to $20M revenue) by delivering tailored banking solutions, advising on credit and pricing, coordinating internal partners, executing client calls, and managing transactions from engagement through close to optimize revenue and retention.