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As a Commercial Lending Relationship Manager II, you will expand and maintain a loan portfolio, conduct financial analyses, approve loans, and collaborate with teams to drive business growth.

Serve as primary advisor to high-net-worth individuals, families, business owners and institutions. Deliver comprehensive wealth planning, investment management, estate planning, insurance and succession strategies. Source and grow client relationships, collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage pipelines and client solutions.

The Commercial Lending Relationship Manager I will engage with business clients, sell loans and financial products, manage loan delinquency, and collaborate with credit departments while focusing on sales and client relationships.

Serve as primary advisor to high-net-worth clients delivering comprehensive wealth planning, investment management, estate and insurance strategies; source and grow AUM through business development and referrals; collaborate with internal banking teams, mentor associate advisors, and use Salesforce and wealth-planning technology to manage client relationships and pipelines.

Manage and grow a commercial loan portfolio by building client relationships, underwriting moderately complex loans, conducting credit reviews, advising business clients on financial strategies, and collaborating with internal teams to deliver tailored banking solutions. Spend significant time (≈60%) in the field driving business development.

Manage client investment portfolios including construction, allocation, rebalancing, trading, and risk management. Conduct investment research and analysis, execute trades, monitor performance, prepare client reports, and support investment governance and committee activities. Provide investment guidance to clients and internal partners while improving portfolio management processes.

Participate in a structured management development program focused on retail banking and branch delivery. Gain hands-on experience in branch operations, customer service, relationship building, business development, consumer lending, compliance, and leadership. Work alongside experienced banking professionals through rotations, mentoring, and on-the-job training to prepare for future branch leadership opportunities.

The Commercial Lending Relationship Manager III manages a loan portfolio, builds client relationships, advises on financial strategies, and collaborates with teams to ensure effective lending solutions, while maintaining risk and portfolio health.

Lead regional sales and business development to retain, deepen, and grow consumer and commercial relationships. Develop and execute regional sales strategy, cultivate community and referral partnerships, coach and develop teammates, and collaborate with specialists to deliver comprehensive banking solutions.

As a Senior Commercial Lending Relationship Manager, you will build and maintain client relationships, manage loan portfolios, perform credit analysis, and represent the bank in community activities.