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Sell and advise on treasury management and payment solutions to commercial clients. Build and manage a sales pipeline, cross-sell, deliver client service reviews, partner with relationship managers, resolve client issues, ensure proper documentation, and meet revenue and retention goals while managing risk and implementation timelines.

Senior Portfolio Manager oversees a complex commercial loan portfolio through financial analysis, risk assessment, monitoring, underwriting, and client interaction. Partners with Relationship Managers and Credit Risk on structuring, pricing, ratings, and documentation. Leads portfolio reviews, escalations, reporting, and coaching of junior staff while ensuring compliance with credit policy and regulatory guidelines.

The role supports transformation process improvement initiatives, coordinates training enrollment, and provides coaching for Lean Six Sigma certification while managing multiple priorities and ensuring compliance with bank policies.

Designs and implements technology solutions in an agile squad, focusing on software development best practices, operational excellence, and technical mentorship.

Partner with Portfolio Managers to underwrite and monitor commercial credit, develop financial and risk models, run PD and projection models, prepare portfolio and covenant analyses, draft documentation and renewals, and support portfolio reviews and special projects with limited oversight.

The Business Relationship Manager III develops and manages client relationships, provides financial solutions, coaches junior staff, and ensures compliance with banking policies.

Supports Relationship Managers with commercial banking sales, client servicing, prospect research, financial and credit risk analysis, pricing models, KYC due diligence, proposals, and client presentations. The role also involves prospect outreach, identifying business opportunities, consultative selling, and advancing proposals through the sales cycle. Structured training develops expertise in commercial banking solutions, finance, credit analysis, and relationship management.

Develops profitable commercial banking relationships with companies generating at least $10 million in annual sales. Identifies prospects, manages existing portfolios, creates tailored banking strategies, and coordinates with treasury management, capital markets, wealth management, portfolio management, and credit teams. Responsibilities include financial statement analysis, credit assessment, risk monitoring, relationship expansion, public debt issuance solicitation, business planning, client meetings, networking, CRM activity tracking, and regional travel.

Conducts daily skip tracing and outbound collection activities for late-stage delinquent accounts. Contacts customers through calls, emails, and texts to resolve delinquencies, recommend hardship payment programs, address complaints, and coordinate account changes with third-party servicers. Documents interactions, follows state and federal collection regulations, manages risk, and collaborates with legal, compliance, operations, customer support, and servicing teams.

Drive profitable business development and manage a portfolio of commercial clients ($10M+ revenue). Build relationship strategies with internal partners, analyze financial statements and credit, offer tailored banking solutions (loans, treasury, capital markets), use CRM for pipeline management, and engage in community networking to deepen client relationships and grow revenue while managing risk.