Sr. Relationship Manager

Job Mission

Responsibilities include all phases of relationship marketing and management. This position examines, evaluates, and authorizes or recommends approval of customer applications for commercial loans by performing the following duties.

Job Duties

• Develop relationships with middle market/commercial customers


• Manage and maintain existing customer relationships


• Negotiates approved terms and conditions with borrowers


• Acquires qualified referrals from existing clients and investors


• Cross sells other Bank products and services


• Administer existing loan portfolios


• Extensive relationship management


• Analyze financial statements, perform underwriting duties


• Build successful relationships with retail banking partners


• Identifies and analyzes potential loan markets to develop prospects for commercial loans.


• Advises loan manager of external factors that may affect establishment lending policies, such as new or revised legislation and regulations. Recommends and implements appropriate changes to establishment policies and procedures.


• Manages and leads team of relationship managers and support staff.


• Other duties as need by senior management