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Location:

227 West Monroe Street - Chicago, Illinois 60606

Job Description Preview

Job Summary
Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile.

Responsibilities

Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client \"expert\" and the primary contact for most client related matters
Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry
Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.)
Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network
Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions
Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures

Education Qualifications

Bachelor's Degree Bachelor's Degree or equivalent experience in accounting, finance, or related field (preferred)

Experience Qualifications

5+ years Established business development skills. Extensive knowledge of bank products. Proven outstanding credit skills, analytical skills and financial acumen. (required)

Tactical Skills

Trusted Advisor: Ability to build trust by taking a client centric approach
Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results
Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank
Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment
Risk Management: Understands Key’s risk culture and effectively manages risk/reward trade-offs

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

Driving Requirements

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $X to $X annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 08/31/2025\n\nKeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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Description

Are you passionate about turning potential churn into lasting customer loyalty? We're seeking a dynamic and results-driven Commercial Relationship Manager to join our team. In this pivotal role, you'll be the champion of our subscription customers, ensuring they experience the full value of our offerings and remain long-term partners.

Responsibilities

Retain subscription customers by educating them on the benefits and value of our offerings
Negotiate commercial agreements with customers and support the CS team in commercial negotiation when required
Ability to think creatively and use various methods in problem-solving; ability to anticipate and resolve problems
Use common Customer feedback to identify opportunities to continuously improve the Customer Experience
Assess the customer's needs by probing and uncovering the root cause of their concern, build rapport, and achieve a resolution
Act as the primary point of contact for clients initiating cancellation requests, ensuring they receive personalized attention.
Conduct in-depth discovery calls to uncover the root causes of dissatisfaction and propose tailored solutions to address these issues.
Work closely with internal teams (CSMs, Sales, Product, and Finance) to develop and implement personalized retention strategies, such as offering training, clarifying product features, or addressing pricing concerns.
Analyze client feedback to identify systemic trends and recurring issues contributing to churn, providing actionable insights for company-wide improvements.
Track and document all retention efforts, maintaining comprehensive records to support data-driven decisions and strategic adjustments.

Requirements

3+ years of Customer Success or Account Management experience, preferably in a SaaS environment.
Demonstrated ability to leverage strong business acumen to understand customer needs and creatively develop solutions that align with their strategic goals, and driving their success
Exceptional multitasking abilities and time management skills.
Demonstrated success in building rapport with customers across different levels, primarily through email and phone interactions.
Strong work ethic and adaptability to thrive in a rapidly changing environment.
Customer-first mindset: Demonstrated ability to understand and relate to customer concerns and build trust and rapport
Strong sales acumen with a consistent track record of quota achievement
Excellent listening skills with the ability to problem-solve and de-escalate as needed
Impeccable communication skills (both verbal and written).
This role requires a high degree of flexibility, supporting multiple teams and functions as needed. It demands adaptability, cross-functional collaboration, and the ability to pivot between responsibilities to meet evolving business needs.

This is a hybrid role working 3 days in office/2 days remotely and is open to candidates in the San Diego, CA and Austin, TX area only.

Our Tech Stack

\nNone\n

Why Join Workiz?

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team:

Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.

Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.

Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

Why You’ll Love Being a Workizer:

Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!

Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.

Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.

Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.

We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day.

Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups.

Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with our office book club, catered lunches and office happy hours.

Unleash Your Inner Gamer: Take a break and recharge in our game room, featuring a stocked fridge, a pool table, a dartboard, mini putting green, and gaming systems.

Compensation and Benefits

Market-level compensation based on experience $85,000 - $100,000 On-Target Earnings.

Workiz provides a comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

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Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $10 million within a specific geographic area. Ability to develop One Bank partnerships to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of commercial credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to actively participate in community activities.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
Develop and implement business plan to achieve financial goals and qualitative measurements
Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective high value relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met.
Utilize consultative sells skills, commercial playbook principles and call reporting plans to enhance client experience.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Analyze and interpret financial information provided to determine the credit request that should be pursued.
Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 2 years Commercial Banking experience, prefer at least 1 year in a sales role.
Formalized commercial credit training or equivalent credit experience required.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Ability to build strong \"One Bank\" internal partnerships to provide holistic solutions for clients business and personal financial goals.
Uses effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations and group presentation skills.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.

Commercial Relationship Manager

LOCATION -- Fort Wayne, Indiana 46825

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

","hiringOrganization":{"@type":"Organization","name":"Fifth Third Bank","sameAs":"https://www.53.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Fort Wayne Mortgage LPO, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":4,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-08","description":"

Company Description

About Us
\nAt Chats Cloud Cover, we provide innovative cloud-based communication and collaboration solutions that help businesses work smarter and faster. Our mission is to create secure, reliable, and user-friendly platforms that connect teams and improve productivity. With a dedicated focus on exceptional service and cutting-edge technology, we empower organizations to achieve their goals in an ever-evolving digital world.

Job Description

Job Description

We are seeking a skilled Commercial Relationship Manager to join our team in Houston, TX. This role is responsible for developing and maintaining strong client relationships, identifying new business opportunities, and ensuring customer satisfaction. The ideal candidate will be proactive, results-driven, and committed to delivering outstanding service to our commercial clients.

Responsibilities

Build and maintain strong, long-term relationships with commercial clients.
Identify opportunities for account growth and new business development.
Collaborate with internal teams to deliver customized solutions to clients.
Conduct regular client meetings to review performance and address needs.
Monitor market trends and competitor activity to identify potential opportunities.
Prepare and deliver business proposals and presentations.
Ensure client accounts are managed efficiently and in line with company standards.

Qualifications

Qualifications

Bachelor’s degree in Business Administration, Marketing, or related field (preferred).
Proven experience in relationship management, account management, or sales.
Strong negotiation, communication, and interpersonal skills.
Ability to analyze client needs and offer tailored solutions.
Goal-oriented with a track record of meeting or exceeding targets.
Proficient in Microsoft Office Suite and CRM software.

Additional Information

Benefits

Competitive salary ($65,000 - $69,000 per year).
Opportunities for professional growth and career advancement.
Comprehensive health, dental, and vision insurance.
Paid time off and holidays.
Supportive and collaborative work environment.
Ongoing training and development programs.

","hiringOrganization":{"@type":"Organization","name":"SharpContra","sameAs":"https://www.sharpcontra.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Houston, TX, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":5,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-08","description":"

Company Description

Job Description

Job Description
\nWe are seeking a results-driven Commercial Relationship Manager to build, maintain, and expand relationships with our commercial clients. This role is ideal for a strategic thinker with strong business acumen, excellent communication skills, and a passion for delivering exceptional client service. You will be responsible for managing a portfolio of clients, identifying new business opportunities, and ensuring client satisfaction through proactive engagement.

Responsibilities

Manage and develop long-term relationships with commercial clients.
Identify and pursue opportunities to expand client accounts.
Serve as the primary point of contact for assigned clients, ensuring timely and effective communication.
Develop tailored solutions to meet clients’ business needs.
Collaborate with internal teams to deliver seamless service and resolve any issues.
Monitor market trends and competitors to identify growth opportunities.
Prepare reports and presentations for management on client performance and opportunities.

Qualifications

Qualifications

Bachelor’s degree in Business Administration, Marketing, or related field (preferred).
Proven experience in account management, business development, or commercial relationship management.
Strong negotiation and problem-solving skills.
Excellent interpersonal and communication abilities.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite and CRM software

Additional Information

Benefits

Competitive salary.
Opportunities for professional growth and career advancement.
Comprehensive health, dental, and vision insurance.
Paid time off and company holidays.
Retirement savings plan.
Supportive and collaborative work environment.

","hiringOrganization":{"@type":"Organization","name":"SharpContra","sameAs":"https://www.sharpcontra.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago, IL, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":6,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-06","description":"

Empowering Africa’s tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

My Career Development Portal: Wherever you are in your career, we are here for you. Design your future. Discover leading-edge guidance, tools and support to unlock your potential. You are Absa. You are possibility.

Job Summary

•\tTo manage and sustain a portfolio of Business banking customers, building long term relationships founded on efficient and reliable support for their business. This is achieved particularly through quick risk decisions and managing consistency and quality of operational service.
•\tThe primary objective is to maximise risk-adjusted portfolio contribution.
•\tThe jobholder will be responsible for business development both with new customers and with existing customers where they are expected to increase “wallet share”
Main accountabilities and approximate time split

Job Description

Sales and Service - 65%

Maintain Relationship Plans for all customers in the portfolio such that contact with customers is prioritized.
Conduct annual and if appropriate, interim reviews of customers borrowing facilities
Conduct annual and if appropriate, interim reviews with non-borrowing customers
Determine the key messages, e.g. agreed service standards, and negotiated pricing, relationship team contact points and new product changes, deciding upon the most appropriate communication method.
Deal with and find solutions to customer complaints
Determine the products that are most effective in meeting customer’s needs and be able to sell these at short notice both reactively and proactively.
Research, create and follow up a target list for potential new business.

Business Management - 30%

Research, create and follow up on a target list for potential new business
Identify priority customers using the Customer Relationship Planning templates to assess their present and potential contribution.
Gather all the required information that is needed to prepare and assess credit applications. Role holder will be expected to input certain key information such as judgemental information. (They will work with CMA and CCM resources to construct credit applications).
Control and quality of the portfolio, using available triggers and adherence to Risk management guidelines and policies.

Staff Management - 5%

Day to day coaching and development of Corporate Service’ Assistants

Risk and Controls Objectives

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Absa Operational Risk Framework and internal Absa Policies and Standards

Manage risk and control effectively by applying applicable risk frameworks and embedding a positive risk culture

Understanding of own role in the end-to-end processes in which you play a part, including applicable risks and controls.
Adhere to Absa’s policies and procedures applicable to own role, demonstrating sound judgement and responsible risk management.
Report all risk events / incidents / issues using the defined process for your business area and help to understand why these happened and how to prevent them in future. Proactively look for ways to improve the control environment by considering what could go wrong in the processes you operate and how errors could be prevented.
Continuous and proactive engagement with regulatory bodies, unions where applicable

All mandatory training completed to deadline

Technical skills / Competencies

Relationship skills
Credit Risk skills
General Corporate skills
Communications skills

Knowledge, Expertise and Experience

Meeting customers’ needs ·Personal Organisation
Business awareness ·Adaptability
Business development ·Decision making
Managing Relationships ·Team results
Innovative ·Active listening
Analysis and judgement

Absa Purpose Values and Behaviors represent the set of standards which governs the actions of all of us who work for the bank and against which the performance of every one of us in Absa are being assessed and rewarded:

Trust
Resourceful
Stewardship
Inclusive
Courage

Education

Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)","hiringOrganization":{"@type":"Organization","name":"Absa Group","sameAs":"https://www.absa.africa/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Absa House - ABT, Tanzania","addressCountry":"Tanzania","addressRegion":"Africa"}}}},{"@type":"ListItem","position":7,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-05","description":"

Description

Sunflower Bank, N.A is looking for a self-motivated, well-rounded Commercial Relationship Manager looking to create possibility for their customers. We have the people, the platform, and the reach that will launch success for those who want to get business across the goal line. Successful Bankers in our organization have a confident tenacity in relationship building, strong personal brands and consistently generate business. If you bring the passion, we provide the team, the thriving environment, and the support to bring out the best in you!

Summary

The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy.

Primary Responsibilities

Responsible for expanding, managing and optimizing a portfolio of commercial clients.
Lead and Participate acquisition and documentation of loan and deposit transactions.
Coordinate the completion of credit applications and credit administration.
Properly structure and price loan, deposit and TM transactions/relationships.
Present credit requests to senior management and/or the company’s Loan Committee for review and approval.
Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products.
Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel.
Respond to referrals from senior management and others.
Actively participate in new business development programs and acquire new clients
Interview commercial loan and deposit applicants.
Structure and analyze new and renewed loan requests and make loans within lending authority.
Close loans and new deposit relationships.
Complete file documentation.
Monitor compliance with loan policies and appropriate regulations.
Work with credit to assign appropriate risk grades to loans and relationships.
Collect past due loans, unless assigned to the centralized collectors.
Handle customer service matters and inquiries for lending and non-lending issues.
Send financial statements to the credit analysts for spreading and analysis.
Monitor and evaluate the performance of direct reports.
Provide informal training and guidance for less experienced lenders.
Participate in community activities and organizations.
Refer appropriate banking opportunities to other departments and personnel.
Cross sell all company products and services.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.

Education / Experience

Bachelor’s Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master’s Degree or MBA preferred.
5+ years of account relationship management experience.
5+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred.
5+ years of relationship management experience around deposits and TM
Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred.
Experience in structuring and pricing loan, deposit and TM relationships.
Must be proficient in Microsoft Office Suite and Excel and Word specifically.
Must possess sales and leadership abilities.
Must be able to work flexible hours.

Pay is dependent on knowledge, skills, abilities, experience and location.

Sunflower Bank Benefits

Employees enjoy outstanding benefits, including:

401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays

Plus many more employee perks & incentives!

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

","hiringOrganization":{"@type":"Organization","name":"Sunflower Bank NA","sameAs":"https://www.sunflowerbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Scottsdale, AZ, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":8,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-08","description":"

Company Description

About Us
\nAt Hype Tier, we specialize in building powerful connections between brands and their audiences. Our approach combines creativity, strategy, and innovation to deliver memorable experiences that elevate brand visibility and loyalty. We pride ourselves on creating authentic engagement that resonates with diverse communities and drives measurable results.

Job Description

The Commercial Relationship Manager will own a portfolio of mid-market and enterprise clients, driving retention, expansion, and long-term value. You will act as a strategic partner—understanding client objectives, shaping solutions with cross-functional teams, negotiating renewals, and identifying upsell opportunities. Success in this role looks like trusted relationships, predictable pipeline, and clear impact on revenue.

Responsibilities

Serve as primary point of contact for assigned accounts; lead quarterly business reviews and roadmap planning.
Develop account plans that align client goals with Hype Tier solutions, delivering measurable outcomes and ROI.
Manage renewals end-to-end; forecast health, mitigate risk, and execute retention strategies.
Identify and close expansion opportunities (cross-sell/upsell) in partnership with Sales.
Coordinate with Delivery, Product, and Analytics to scope initiatives, resolve issues, and ensure on-time execution.
Track account performance, report insights, and maintain accurate CRM hygiene and forecasting.
Draft proposals, MSAs/SOWs, pricing updates, and negotiation materials.
Escalate blockers promptly and drive post-mortems and continuous improvement actions.

Qualifications

Bachelor’s degree in Business, Marketing, Communications, or related field (or equivalent experience).
3–5+ years in Account Management, Customer Success, or Commercial/BD roles managing B2B clients.
Proven record of renewal management and revenue expansion against targets.
Strong negotiation, presentation, and stakeholder management skills.
Comfortable interpreting data, building reports, and communicating insights.
Proficiency with CRM tools (e.g., Salesforce or HubSpot), spreadsheets, and slide development.
Excellent written and verbal communication; executive-level presence.
Nice to have: experience with marketing/advertising, SaaS, or professional services; familiarity with basic contract terms (MSA/SOW).

Additional Information

Benefits

Competitive salary ($63,000–$69,000) plus performance-based incentives.
Health, dental, and vision coverage; paid time off and company holidays.
401(k) with company match.
Hybrid work model with an office in Washington, DC.
Professional development stipend and clear growth pathways into Senior/Enterprise roles.
Collaborative culture, mentorship, and access to leadership for career advancement.

","hiringOrganization":{"@type":"Organization","name":"SharpContra","sameAs":"https://www.sharpcontra.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Washington, DC, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":9,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-08","description":"

Company Description

About Us
\nAt Signal Tru Brand, we are committed to building lasting partnerships that drive growth and success for our clients. Our expertise lies in delivering tailored branding, marketing, and strategic solutions that help businesses thrive in competitive markets. We believe in innovation, collaboration, and excellence—values that guide every project we undertake

Job Description

Job Description
\nWe are seeking a highly motivated and results-driven Commercial Relationship Manager to develop and maintain strong relationships with our clients. The ideal candidate will be responsible for identifying opportunities to expand business, ensuring client satisfaction, and supporting our growth initiatives. This role requires a blend of strategic thinking, communication skills, and a strong understanding of commercial and business development practices.

Responsibilities

Develop and maintain strong, long-term relationships with key clients.
Identify and pursue new business opportunities to achieve revenue targets.
Conduct market research to identify potential prospects and trends.
Prepare and deliver tailored proposals, presentations, and service agreements.
Collaborate with internal teams to ensure smooth project delivery and client satisfaction.
Monitor client accounts and address any issues promptly to maintain trust.
Negotiate contracts and pricing agreements to secure profitable partnerships.
Provide regular reports on account performance and business growth.

Qualifications

Qualifications

Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience).
Proven experience in commercial relationship management, account management, or sales.
Strong negotiation, communication, and interpersonal skills.
Ability to work independently and manage multiple priorities.
Analytical mindset with problem-solving abilities.
Proficiency in Microsoft Office Suite and CRM software.

Additional Information

Benefits

Competitive salary ($66,000 - $70,000 per year).
Opportunities for professional growth and career advancement.
Comprehensive health, dental, and vision insurance.
Paid time off and holidays.
Supportive and collaborative work environment.

","hiringOrganization":{"@type":"Organization","name":"SharpContra","sameAs":"https://www.sharpcontra.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Charlotte, NC, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":10,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager","datePosted":"2025-08-14","description":"

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development and monitor the quality of an existing portfolio of companies with annual gross sales of at least $10 Million within a specific geographic area. Ability to lead and coordinate with One Bank partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of commercial credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The incumbent will have a deeper skill set and competencies to call on larger clients and more sophisticated credits. This role is expected to actively participate in community activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Prospect for clients independently by utilizing referral sources, existing clients and centers of influence.
Develop and implement business plan to achieve financial goals and qualitative measurements.
Work closely with Fifth Third internals \"One Bank\" partners to deepen existing relationships and acquire new prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Utilize consultative sales skills, commercial playbook principles and call reporting plans to enhance client experience.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines.
Analyze and interpret financial information provided to determine the right questions to ask to decide on the credit request that should be pursued.
Achieve credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's or Master’s degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 4 years Commercial Banking experience, preferably at least 3 years in a sales role.
Formalized commercial credit training or equivalent credit experience required. Ability to structure for moderately complex financial situations.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Ability to build strong \"One Bank\" internal partnerships to provide holistic solutions for the clients business and personal financial goals.
Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desire red outcomes.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.

Commercial Relationship Manager

LOCATION -- Indianapolis, Indiana 46204

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Position Summary

The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio. This position will report to the Market President; an RM I can report to an RM II if identified by the Market President. Market President may determine a need for a manager of people role.

Duties & Responsibilities

Developing new business and prospects and generate business loans through referrals, business calls, and community involvement.
Analyzing customers’ financial data, structure and negotiate credit transactions, and perform ongoing credit management.
Servicing existing customer relationships to maximize profitability.
Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.
Assist other lines of business with business development.
Where applicable, the Commercial Market President may determine a Team Lead designation for a Relationship Manager II. Team Lead duties may include: Serving as a resource to associates & Act as a trainer/coach.

Education & Experience

Knowledge of:

Strong oral and written communication skills
Strong sales and customer service skills

Ability to:

Generate revenue at 10/5/5 – Level I
Generate revenue at 20/10/10 – Level II
Analyze and interpret numerical data
Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
Make independent and difficult decisions within parameters of the Bank’s loan policies
Originate new procedures and approaches to problems
Perform duties under frequent time pressures

Education and Training:

Requires Bachelor’s degree with an emphasis in Accounting or Finance.
Requires 2 or more years of banking, finance, or sales related experience.
Six months or more credit analysis experience required.
Requires knowledge of Microsoft Office.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $125,000 - $175,000/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (\"Agency\"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (\"Agreement\"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

","hiringOrganization":{"@type":"Organization","name":"Busey","sameAs":"https://www.busey.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Wichita, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":12,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager IV","datePosted":"2025-07-16","description":"

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $20MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

Work independently to identify and develop profitable new \"lead left\" client relationships by leveraging centers of influence, existing clients, & referral sources
Effective grow long term profitable \"lead left\" relationships
Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

#LI-JB1

Portfolio Management

Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

Credit Excellence

Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 10 years Commercial Banking experience.
9 years of relationship account management experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel

Commercial Relationship Manager IV

Total Base Pay Range 119,500.00 - 256,900.00 USD Annual

LOCATION -- San Diego, California 92130

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Description

The Relationship Manager will maintain and grow a deposit/cash management and commercial loan portfolio of secured and unsecured loans and lines of credit in the Commercial Banking group; provides a superior level of customer service to all current and prospective customers. In this role, the Relationship Manager serves as primary point of contact, client advocate, and relationship manager for middle market loans and deposits with loans sizes ranging on average from $2 to $50 million and deposits over $1 million.

Essential Functions

1. Maintains and grows existing and new commercial loans while providing superior customer service.

2. Negotiates and structures new and renewed commercial loans; prepares and documents current applications; reviews and analyzes financial data and other relevant information to determine each customer’s eligibility for credit.

3. Extensive knowledge of all bank products; identifies relationship-expansion opportunities and collaborates with partners to structure, coordinate, and fulfill credit and non-credit solutions, including cash management.

4. Initiates and implements an effective calling program to focus efforts on maintaining and increasing commercial banking relationships.

5. Represents the Bank in community organizations and activities to enhance the Bank’s image and maintain and enhance a referral network with Centers of Influence (COI’s) for business development opportunities.

6. Supports the Community Reinvestment Act (CRA) through business development efforts. Actively participates in community organizations.

7. Maintains a current knowledge of bank regulations. Ensures compliance with all Federal, State and Bank policies, procedures, and regulations.

8. Other duties as assigned.

Requirements

Fifteen or more years’ experience in financial or banking services in commercial lending with proven track record of exceeding performance in developing and maintaining business in the commercial industry.
Bachelor Degree from accredited college in accounting, business, or finance or equivalent experience.
MBA or Master's Degree preferred.
Excellent sales skills with ability to meet or exceed established loan and deposit sales goals within expected timelines.
Credit analysis and commercial underwriting skills, including accounting, financial statement, and cash flow analysis experience.
Working knowledge with structuring credit products to middle market businesses in diverse industries with complex ownership structures.

Additional Comments:

River City Bank is an Affirmative Action and Equal Opportunity Employer with a commitment to diversity. Individuals seeking employment at River City Bank are considered without regards to ancestry, age, color, physical or mental disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, race, religion, sex, sexual orientation, protected veteran/military status or any other consideration made unlawful by federal, state or local laws. Note: River City Bank does not sponsor applicants for work visas.

For CA residents please read the Notice at Collection - California before applying.

","hiringOrganization":{"@type":"Organization","name":"River City Bank","sameAs":"https://rivercitybank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sacramento, CA, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":14,"item":{"@type":"JobPosting","title":"VP, Commercial Relationship Manager","datePosted":"2025-08-03","description":"

Description

Essential Functions

1. Maintains and grows existing and new commercial loans while providing superior customer service.

4. Initiates and implements an effective calling program to focus efforts on maintaining and increasing commercial banking relationships.

6. Supports the Community Reinvestment Act (CRA) through business development efforts. Actively participates in community organizations.

7. Maintains a current knowledge of bank regulations. Ensures compliance with all Federal, State and Bank policies, procedures, and regulations.

8. Other duties as assigned.

Requirements

Five years or more experience in financial or banking services in commercial lending with proven track record of exceeding performance in developing and maintaining business in the commercial industry.
Bachelor Degree from accredited college in accounting, business, or finance or equivalent experience.
Excellent sales skills with ability to meet or exceed established loan and deposit sales goals within expected timelines.
Credit analysis and commercial underwriting skills, including accounting, financial statement, and cash flow analysis experience.
Working knowledge with structuring credit products to middle market businesses in diverse industries with complex ownership structures.

Additional Comments:

For CA residents please read the Notice at Collection - California before applying.

","hiringOrganization":{"@type":"Organization","name":"River City Bank","sameAs":"https://rivercitybank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Sacramento, CA, US","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":15,"item":{"@type":"JobPosting","title":"Senior Commercial Relationship Manager","datePosted":"2025-08-08","description":"

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time, on-site career opportunity based out of our Norfolk and/or Richmond VA locations.

The role will be focused in the Hampton Roads and greater Richmond markets.

Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $5-25 million dollars. Coordinate loan, deposit and fee income products and services appropriate to the needs of the client. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals within risk tolerance constraints. Assumes responsibility for highly complex activity for commercial banking.

Responsibilities

Identify, source and develop prospective customers with lending, deposit and other financial service needs. Share the Fulton story and showcase the bank’s products, services, and employees. Identify new loan, deposit and other financial service opportunities within existing client base during regular client meetings.
Source opportunity, negotiate mutually agreeable terms, navigate the credit underwriting and approval process, document the loan and execute the closing.
Remain close to customer and cooperatively counsel them to support business goals. Understand client’s business model and cash flow. Serve as their primary contact for banking needs. Provide annual relationship reviews to understand client’s needs and future plans in order to identify appropriate loan, deposit or other financial service opportunities.
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects.
Sustain long term relationships with a vast network of strategic partnerships across the region.
Increase comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices.
Lead community events and expand involvement in community affairs and other centers of influence to promote the bank’s image.
Focus on driving continual improvement in portfolio revenue growth and new production revenue. Achieve and surpass established sales goals within risk tolerance constraints.
Foster a collaborative team approach with Fulton Partners and Retail Relationship Managers to enhance client relationships. Exemplify the delivery of a superior customer experience. Participate in joint calling efforts for existing and prospective customers with Retail Relationship Managers, Fulton Partners and Senior Leadership.
Keep sales platform consistently updated and uses the platform for client and opportunity coordination. Remain current on new tools that improve efficiency.
Ensure credit review and risk rating practices are continuous, complete and accurate. Gather and review all required financial and related company, industry, management data to monitor ongoing credit worthiness and risk rating accuracy. Monitor management reports to address line reaffirmations, loan maturities, delinquencies, and exceptions.
Contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation.
Establish action plans for troubled credits and/or work with Special Assets Department to resolve problem loans in an efficient manner to protect the bank’s investment.
Complete timely resolution to loan documentation and technical exceptions. Stay compliant with all regulatory and bank risk compliance matters.
Provides mentoring and guidance to less seasoned Commercial Bankers.

Additional Responsibilities

May require business knowledge of specialized industries (i.e. Agriculture, Commercial Real Estate, Government Services, Community Banking, etc.)

Qualifications

Education

Bachelor Degree or the equivalent experience. Specialty: business management, finance, accounting or similar. (Required)

Experience

9 or more years Commercial Credit, Commercial banking, Consumer, or Small Business experience. (Required)

Commercial Relationship Management experience in the local market (Required)

4 or more years managing a large complex portfolio of clients. (Required)

Knowledge, Skills, and Abilities

Knowledge of diverse types of businesses, industries, markets, financial and economic concepts. (Required)
Proven results in establishing new business relationships and retaining/growing existing business relationships. (Required)
Self-directed ability using sound judgment and to navigate ambiguity to get things done. (Required)
Proven success in leading strategic initiatives with ability to lead cross-functional teams, using advanced financial analysis skills. (Required)
Strong command of credit and risk principles, mitigates, and banking policies/procedures. (Required)
Excellent negotiation skills, demonstrated ability to influence others to achieve desired outcomes and leveraging technology to interact with clients effectively and efficiently. (Required)
Excellent verbal and written communication skills demonstrated with individuals at all levels, internally and externally. (Required)
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required)
Ability to balance needs of clients with associated risks and interests of the company. (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $139,300.00 - $232,200.00 annually.

Additional Compensation Components

This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.\n

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

","hiringOrganization":{"@type":"Organization","name":"Fulton Bank","sameAs":"https://www.fultonbank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Norfolk, VA, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":16,"item":{"@type":"JobPosting","title":"Commercial Associate Relationship Manager","datePosted":"2025-08-06","description":"

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

The Associate Relationship Manager I (ARM) is primarily responsible for partnering with Relationship Managers in sales and servicing, performing analytical tasks as needed. In addition, a successful ARM will work with Relationship Managers to identify and assist in developing client solutions. The ARM is knowledgeable on financial and risk analysis as well as having basic sales and business development acumen. Critical thinking skills are required for an ARM to drive conflict management across multiple Relationship Managers (or other internal partners) and build relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Partner with Relationship Managers in sales and servicing, performing analytical tasks as needed.
Assist in identifying and qualifying prospects with Relationship Manager or RM Team Leads.
Conduct industry research.
Create and maintain prospect profiles (including updates on CRM).
Create client presentations.
Work with Relationship Managers to identify client solutions.
btain and input prospect KYC due diligence information.
Conduct initial pricing analysis and generate relationship pricing model.
Draft initial deal screen / opportunity memos.
Attend and participate in client presentations at Relationship Managers request.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
1-2 years of related commercial banking, finance, accounting or similar experience.
Novice knowledge of financial and risk analysis.
Novice knowledge of US economy and regulations.
Novice sales and business development acumen.
Experience with commercial lending credit policies and guidelines is preferred, but not required.
Knowledge of B2B, CCAS, AFS, RIMS, CHQ, Loan Doc Prep System (or equivalent vendor systems), and other banking systems preferred, but not required.
Local / Regional market dynamics understanding is preferred, but not required.
Demonstrated expertise of strong verbal and written communication skills, with emphasis on experience in face-to-face negotiations and group presentation skills.
Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks.
Proficient in all Microsoft Office software.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.
Minimal travel required.

Commercial Associate Relationship Manager

LOCATION -- Louisville, Kentucky 40202

","hiringOrganization":{"@type":"Organization","name":"Fifth Third Bank","sameAs":"https://www.53.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Nulu Main, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":17,"item":{"@type":"JobPosting","title":"Senior Commercial Relationship Manager","datePosted":"2025-08-04","description":"

Value Proposition

Overview

This is a full-time, on-site career opportunity that will be based out of a Fulton Bank location in one of the following counties: Anne Arundel, Baltimore City/County, Frederick, Montgomery, Prince George, as well as DC.

Contribute to the profitability and growth of Fulton's commercial banking by building, developing and managing new and existing client relationships with businesses with revenue of $5-25 million dollars. Coordinate loan, deposit and fee income products and services appropriate to the needs of the client. Seek opportunities to network and develop key centers of influence. Identify and successfully capitalize on cross-sell opportunities with bank partners. Achieve and surpass established sales goals within risk tolerance constraints. Assumes responsibility for highly complex activity for commercial banking.

Responsibilities

Identify, source and develop prospective customers with lending, deposit and other financial service needs. Share the Fulton story and showcase the bank’s products, services, and employees. Identify new loan, deposit and other financial service opportunities within existing client base during regular client meetings.
Source opportunity, negotiate mutually agreeable terms, navigate the credit underwriting and approval process, document the loan and execute the closing.
Remain close to customer and cooperatively counsel them to support business goals. Understand client’s business model and cash flow. Serve as their primary contact for banking needs. Provide annual relationship reviews to understand client’s needs and future plans in order to identify appropriate loan, deposit or other financial service opportunities.
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Fulton resources and materials to develop business network and prospects.
Sustain long term relationships with a vast network of strategic partnerships across the region.
Increase comprehensive understanding of current commercial products offered in the market and keep informed of all relevant industry trends and practices.
Lead community events and expand involvement in community affairs and other centers of influence to promote the bank’s image.
Focus on driving continual improvement in portfolio revenue growth and new production revenue. Achieve and surpass established sales goals within risk tolerance constraints.
Foster a collaborative team approach with Fulton Partners and Retail Relationship Managers to enhance client relationships. Exemplify the delivery of a superior customer experience. Participate in joint calling efforts for existing and prospective customers with Retail Relationship Managers, Fulton Partners and Senior Leadership.
Keep sales platform consistently updated and uses the platform for client and opportunity coordination. Remain current on new tools that improve efficiency.
Ensure credit review and risk rating practices are continuous, complete and accurate. Gather and review all required financial and related company, industry, management data to monitor ongoing credit worthiness and risk rating accuracy. Monitor management reports to address line reaffirmations, loan maturities, delinquencies, and exceptions.
Contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation.
Establish action plans for troubled credits and/or work with Special Assets Department to resolve problem loans in an efficient manner to protect the bank’s investment.
Complete timely resolution to loan documentation and technical exceptions. Stay compliant with all regulatory and bank risk compliance matters.
Provides mentoring and guidance to less seasoned Commercial Bankers.

Additional Responsibilities

May require business knowledge of specialized industries (i.e. Agriculture, Commercial Real Estate, Government Services, Community Banking, etc.)

Qualifications

Education

Bachelor Degree or the equivalent experience. Specialty: business management, finance, accounting or similar. (Required)

Experience

9 or more years Commercial Credit, Commercial banking, Consumer, or Small Business experience. (Required)

4 or more years managing a large complex Commercial portfolio of clients. (Required)

Commercial lending experience in the local market (Required)

Knowledge, Skills, and Abilities

Knowledge of diverse types of businesses, industries, markets, financial and economic concepts. (Required)
Proven results in establishing new business relationships and retaining/growing existing business relationships. (Required)
Self-directed ability using sound judgment and to navigate ambiguity to get things done. (Required)
Proven success in leading strategic initiatives with ability to lead cross-functional teams, using advanced financial analysis skills. (Required)
Strong command of credit and risk principles, mitigates, and banking policies/procedures. (Required)
Excellent negotiation skills, demonstrated ability to influence others to achieve desired outcomes and leveraging technology to interact with clients effectively and efficiently. (Required)
Excellent verbal and written communication skills demonstrated with individuals at all levels, internally and externally. (Required)
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines. (Required)
Ability to balance needs of clients with associated risks and interests of the company. (Required)

Other Duties as Assigned by Manager

Pay Transparency

The salary range for this position is $139,300.00 - $232,200.00 annually.

Additional Compensation Components

Benefits

EEO Statement

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

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Position Summary

The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio. This position will report to the Market President/Managing Director, Commercial; an RM I can report to an RM II if identified by the Market President/Managing Director, Commercial.

Duties & Responsibilities

Developing new business and prospects and generate business loans through referrals, business calls, and community involvement.
Analyzing customers’ financial data, structure and negotiate credit transactions, and perform ongoing credit management.
Servicing existing customer relationships to maximize profitability.
Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts.
Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.
Assist other lines of business with business development.
Where applicable, the Commercial Market President may determine a need for a Relationship Manager II to support leadership in the management of Commercial PMs and/or RMs as well. Those duties would include:
Serving as a resource to associates
Act as a trainer/coach

Education & Experience

Knowledge of:

Strong oral and written communication skills
Strong sales and customer service skills

Ability to:

Generate revenue at 10/5/5 – Level I
Generate revenue at 20/10/10 – Level II
Analyze and interpret numerical data
Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents
Make independent and difficult decisions within parameters of the Bank’s loan policies
Originate new procedures and approaches to problems
Perform duties under frequent time pressures

Education and Training:

Requires Bachelor’s degree with an emphasis in Accounting or Finance.
Requires 2 or more years of banking, finance, or sales related experience.
Six months or more credit analysis experience required.
Requires knowledge of Microsoft Office

Compensation and Benefits

(Base Pay Range: $150,000.00 - $210,000.00/year)

Equal Opportunity

Unsolicited Resumes

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About this role:

Wells Fargo is seeking a Relationship Manager (RM) in ABL and Factoring who is responsible for managing a portfolio of commercial clients who utilize asset-based lending and factoring solutions. The RM serves as the primary point of contact, ensuring client satisfaction, portfolio performance, and risk mitigation while identifying opportunities for cross-selling financial products.

In this role, you will:

Build and maintain effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage team partners
Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Independently review and analyze client portfolios, including complex scenarios, for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral or enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
Partner with coverage teams within the context of individual deals and client relationships, to understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Lead complex initiatives including those that are cross functional with broad impact and handle portfolio of accounts and regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
Strategically collaborate and consult with peers, functional partners, and middle to senior level managers to resolve client issues and achieve business objectives
Make decisions and resolve complex, multi-faceted issues and lead a team to meet a given product’s or specialty’s objectives while leveraging a sound understanding of relevant policies, procedures, and compliance requirements to meet business objectives and drive new initiatives
Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
Be a key participant in large-scale planning related to a given product or specialty’s business objectives
Serve as a mentor for less experienced individuals

Required Qualifications:

5+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience in Asset Based Lending and Factoring
Excel word PowerPoint
Strong understanding of financial statements, collateral analysis, and loan structuring.
Proficiency in financial analysis, including interpreting balance sheets, income statements, and cash flow.
Excellent interpersonal, communication, and negotiation skills.
Strong understanding of commercial banking products and services.
Ability to analyze client needs and develop tailored financial solutions.

Job Expectations:

Travel: 10% of the time
This position offers a hybrid work schedule
Willingness to work on-site at stated location on the job opening.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$167,000.00 - $260,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

5 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

ESSENTIAL FUNCTIONS

Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market
Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions
Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank
Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail
Underwrite loan requests within the parameters of the Bank’s policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval
Manage and service assigned loan portfolio
Ensure that all required documentation is in file for all loans and deposits
Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review
Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available
Price each loan and deposit product according to current Bank pricing guidelines
Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations
Demonstrate a commitment to fair lending practices
Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions
Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations
Resolve client problems and assists with general inquiries
Provide superior service to existing clients
Builds and maintains a positive working relationship with COI’s and others in the community to enhance the Bank’s image and reputation in the marketplace

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SKILLS

Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary.

Qualifications, Education, and Certification Requirements

Education: A Bachelor’s degree in business, finance, banking, or related field is required. Graduation from a recognized school of banking is an asset.
Experience: Minimum of 10 plus years commercial lending or portfolio management experience; Experience should include previous loan structuring and credit analysis responsibilities
Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures. Familiarity with the local business community is strongly preferred. Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is in a private office.

TRAVEL

This position may require some travel from time to time.

Equal Opportunity Employer, including disabled/veterans.

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Location:

1301 Avenue of the Americas - New York, New York 10019

Job Summary
Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile.

Responsibilities

Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client \"expert\" and the primary contact for most client related matters
Drives a focused growth and business development effort by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry; analyzes data and relevant client business and industry
Provides and educates the client on Key's capabilities and knowledge in key product areas (cash management, derivatives, equipment finance, etc.)
Maintains active prospecting effort, including identification, qualification and calling; develops active Center of Influence (COI) referral network
Assembles cross- functional team to quickly respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team members; partners effectively with Credit Officers, as the first level sponsor for credit decisions
Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; directs the preparation of all Asset Quality Reports and new Risk Rating models to assure accurate risk assessment of assigned portfolio
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures

Education Qualifications

Bachelor's Degree Bachelor’s degree or 7+ years of related job experience (required)
Master's Degree Masters in Business Administration (preferred)

Experience Qualifications

7+ years Commercial bank direct lending or related experience with a focus on business development and relationship management (required)
1+ years Formal Commercial credit training & experience from a bank or financial institution (required)

Tactical Skills

Trusted Advisor: Ability to build trust by taking a client centric approach
Strategic Thinking: Deploys a long-term, innovative approach to problem solving and decision making with clients to build the relationship and generate solutions
Technical Expertise: Demonstrates expertise within defined industry or geography (vertical/sub vertical) and within product set
Revenue Driver: Exhibits a relentless focus on creating and driving revenue growth and generating results
Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank
Effective Sales Approach: Uses structured sales methodologies, principles and practices without losing sight of the client and environment
Risk Management: Understands Key’s risk culture and effectively manages risk/reward trade-offs

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

Driving Requirements

May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $180,000 to $250,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 09/19/2025\n\nKeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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Application Deadline:

09/29/2025

Address:

5355 Town Center Road, #910

Job Family Group:

Commercial Sales & Service

Locations: Boca Raton and Miami.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

Leads and executes business development plans to that business goals are achieved or exceeded.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Conducts independent analysis and assessment to resolve strategic issues.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
May network with industry contacts to gain competitive insights and best practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Manages the risk of the assigned complex portfolio in a timely and precise manner.
Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.
Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
Tracks implementation requests to keep the process on track with timelines.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Ensures accurate billing to clients.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Demonstrated history of successful business development, including ability to network in external markets
Demonstrated knowledge of relevant industry verticals and market’s competitive environment
Experience in contact negotiations with both clients and legal counsel
Experience drafting responses to complex RFPs
Experience with Sales Strategy and Sales referral process development
Risk Management - In-depth
Sales and Service Management –In-depth
Relationship Management - In-depth
Change Leadership - Working
Conflict Management & Resolution –In-depth
Resource Planning – Working
Business Acumen – In-depth
Financial and Working Capital Understanding – In-depth
Strategic Thinking – Working
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach: To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

Competitive pay
Generous time off\n
- Employees receive three weeks of paid vacation plus 11 paid holidays each year.
- Paid time off to volunteer in the community.
- Paid employee and family sick leave.
- Paid parental leave.
\n
401(k) plan with 6% employer match and 100% immediately vested.\n
- 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
\n
Career growth and development resources
Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
Banking benefits
Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: Primary responsibilities include management of a large loan portfolio relative to the size of the market and other lenders in the market. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s character qualities.

Essential Functions:

• All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Manage a large sized loan portfolio relative to the size of the market and other lenders in the market.

• Market and originate loans and business deposit products and Treasury Management services to businesses.

• Administer a portfolio of loans originated maintaining asset quality and conducting appropriate collection efforts.

• Refer prospects to Wealth Management.

• Lending authority commensurate with lending skills and experience.

Education and Experience: The position requires a college degree in business, preferably a major in finance, accounting, or economics. Experience of 8-15 years of lending and managing relationships is required.

Required Skills and Knowledge: Skills required are general management skills, financial analysis, sales, relationship management and involvement in community activities, along with good communication skills, verbal and written. The person in this position should be able to interview the customer and structure and negotiate very complex loans with minimal supervision. Basic computer skills for spreadsheet preparation, word processing, and power point presentations are required. Knowledge of business and personal deposit, treasury management, and loan products including SBA requirements are required.

Required Licenses and/or Certifications: None

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions. There may be a limited amount of travel.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.

","hiringOrganization":{"@type":"Organization","name":"INTRUST Bank","sameAs":"https://www.intrustbank.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Wichita, Kansas, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":24,"item":{"@type":"JobPosting","title":"Relationship Manager, Commercial Banking","datePosted":"2025-08-14","description":"

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As a Relationship Manager you'll manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Pay Range: $85,000 - $105,000 CAD Annual

How you'll succeed

Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.
Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.
Client experience - Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a sound understanding of financial statements and accounting principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, generally in the $1.5MM-$15MM range, and/or complex cash management requirements.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You have a degree/diploma in Business, Finance, Accounting, or a related field.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Langley-103-9440 202nd St.

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Business Opportunities, Client Service, Commercial Banking Relationship Management, Customer Experience (CX), Lending, Portfolio Management","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Langley-103-9440 202nd St., Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":25,"item":{"@type":"JobPosting","title":"Commercial Banking Relationship Manager","datePosted":"2025-08-18","description":"Commercial Banking Relationship Manager

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:
The Commercial Banking Relationship Manager will be responsible for the sales, service and retention of complex and profitable Commercial relationships. The Incumbent is responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers. This person will work independently to manage and develop complex commercial accounts that meet the bank's lending requirements and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory.

This is a senior level position and will report to the Head of NY/NJ C&I.

• Cross sells all bank products and direct the coordination of product partners in the attainment of business plans.
• Owns the relationship as primary point of contact.
• Acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial customers.
• Sources prospects and COI's.
• Individual budget responsibility in alignment with Incentive Plan Goals.
• Works in collaboration with credit professionals to produce written support of new or renewing credit exposure.
• Represents Santander in civic and community functions.
• Identifies, evaluates, structures and documents commercial credit transactions.
• Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects.
• Anticipates emerging customer trends as a basis for recommending products and services and expanding the business.
• Solves unique problems with broad impact on the business segment and financials.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor's Degree or equivalent work experience: Business, Finance, Economics, or equivalent field. - Required.

12+ Years Experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - Required.
7+ Years Demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis. - Preferred.
7+ Years Experience in prospecting and relationship managing - Required.

• Superior knowledge of commercial banking products and services (both credit and non-credit).
• Proven ability to manage high-end Middle Market Clients.
• Ability to work independently and leverage professional relationships within and outside the bank.
• Deep understanding of capital structures.
• Deep product knowledge in all bank offerings.
• Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures.
• Full utilization of sales automation tools and related technologies.
• Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally.
• Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives.
• Persuasion, Diplomacy, Negotiation and closing skills.

Certifications:
No Certifications listed for this job.

It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$135,000.00 USD

Maximum:

$225,000.00 USD

Link to Santander Benefits:

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next:

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.

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Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. The incumbent will have extensive knowledge and experience working with high revenue, more complex relationships. This role is expected to solicit participation in public debt issuance for clients. This role is expected to activity participate in community activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Work independently to identify and develop profitable new \"lead left\" client relationships by leveraging centers of influence, existing clients, & referral sources.
Develop and implement a business plan to achieve financial goals and qualitative measures.
Work closely with Fifth Third internal partners to deepen existing relationships and acquire new prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Work with product partners (Treasury Mgmt., Capital Markets, and Wealth Mgmt etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect. Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.
Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.
Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience.
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management.
Analyze financial information provided to determine the credit request that should be pursued.
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 6 years Commercial Banking experience, at least 5 years of sales experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Proven ability to build new and existing client business translating to increased revenue and provide a positive client experience.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Communicates with impact to a group -Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience attention.
Ability to build strong internal partnerships to provide wholistic solutions for clients business and personal financial goals.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of CRT screen.
Frequent travel possible depending on assignment.

Commercial Relationship Manager III

LOCATION -- Grand Rapids, Michigan 49503

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About this role:

Wells Fargo is seeking a Lead CB Relationship Manager for clients with annual revenue of $25MM to $100MM supporting Indiana as part of the Commercial Bank.

In this role, you will:

Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Commercial Banking account relationship management experience
Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Experience leveraging Treasury Management products and services
Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
Comprehensive knowledge and understanding of risk management
Experience consistently delivering strong sales performance
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi-tasking, and prioritizing skills
In market business development experience or proven ability to develop and execute a business development strategy
Bachelor’s degree

Job Expectations:

Ability to travel up to 25% of the time
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
#commercialbanking

Posting End Date:

30 Jul 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with an annual revenue of $25MM to $100MM supporting the Anchorage, Alaska region as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

Independently develop, retain, and grow moderately complex client relationships and lead team while leveraging a solid understanding of the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback.

Lead or participate in the structuring, modification, and renewal of moderately complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions

Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients to meet moderately complex needs that require an in-depth evaluation by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions

Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements

Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired qualifications:

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

Completion of formal credit training program

Commercial banking account relationship management experience with and annual revenue of $25MM to $100MM.

Demonstrated experience working collaboratively to deliver the organization to clients and prospects

Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Experience identifying and mitigating risk, ensuring compliance with processes and procedures

Excellent verbal, written, and interpersonal communication skills

Job expectations:

This position is not eligible for Visa sponsorship

This position offers a hybrid work schedule

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Travel: Ability to travel

#commercialbanking

Posting End Date:

14 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager in Emerging Middle Markets supporting the Southwest Region as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships

Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders

Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations

Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired qualifications:

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

Completion of formal credit training program

Commercial banking account relationship management experience within the Emerging Middle Market segment

Demonstrated experience working collaboratively to deliver the organization to clients and prospects

Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Experience identifying and mitigating risk, ensuring compliance with processes and procedures

Excellent verbal, written, and interpersonal communication skills

Job expectations:

This position is not eligible for Visa sponsorship

This position offers a hybrid work schedule

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Ability to travel

#commercialbanking

Pay Range

$207,900.00 - $431,900.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

7 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Lead CB Relationship Manager for clients with annual revenue of $25MM to $100MM supporting Indiana as part of the Commercial Bank.

In this role, you will:

Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback
Lead structuring, modification, and renewal of complex cash flow, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute more complex transactions
Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Make decisions in complex and multi-faceted situations within the Commercial Banking Relationship Management group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo’s business objectives, by helping clients navigate Wells Fargo’s processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide feedback and recommendations to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Commercial Banking account relationship management experience
Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Experience leveraging Treasury Management products and services
Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
Comprehensive knowledge and understanding of risk management
Experience consistently delivering strong sales performance
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi-tasking, and prioritizing skills
In market business development experience or proven ability to develop and execute a business development strategy
Bachelor’s degree

Job Expectations:

Ability to travel up to 25% of the time
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
#commercialbanking

Posting End Date:

22 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager in for clients with annual revenue of $100MM to $2B supporting the Scottsdale, AZ market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships

Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders

Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations

Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired qualifications:

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

Completion of formal credit training program

Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B.

Demonstrated experience working collaboratively to deliver the organization to clients and prospects

Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Experience identifying and mitigating risk, ensuring compliance with processes and procedures

Excellent verbal, written, and interpersonal communication skills

Job expectations:

This position is not eligible for Visa sponsorship

This position offers a hybrid work schedule

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Travel: Ability to travel

#commercialbanking

Posting End Date:

7 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for clients with annual revenue of $25MM to $100MM supporting the Scottsdale, AZ market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role you will:

Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships

Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders

Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions

Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations

Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems

Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired qualifications:

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

Completion of formal credit training program

Commercial banking account relationship management experience for clients with annual revenue of $25MM to $100MM.

Demonstrated experience working collaboratively to deliver the organization to clients and prospects

Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Experience identifying and mitigating risk, ensuring compliance with processes and procedures

Excellent verbal, written, and interpersonal communication skills

Job expectations:

This position is not eligible for Visa sponsorship

This position offers a hybrid work schedule

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Travel: Ability to travel

#commercialbanking

Posting End Date:

14 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

Work independently to identify and develop profitable new \"lead left\" client relationships by leveraging centers of influence, existing clients, & referral sources
Effective grow long term profitable \"lead left\" relationships
Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Portfolio Management

Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

Credit Excellence

Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 10 years Commercial Banking experience.
9 years of relationship account management experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel

Commercial Middle Market Relationship Manager

LOCATION -- Kansas City, Missouri 64112

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Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $10MM and generally less than $500MM within a specific geographic area. Ability to develop trusted advisory relationships with the Senior Executives ( e.g. CEO, CFO, COO) of the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (e.g. loans, treasury management, capital markets) based on clients and prospects needs. This role is expected to solicit participation in public debt issuance for clients. Some incumbents may specialize in a specific industry such as Health Care. This role is expected to activity participate in community activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Development

Work independently to identify and develop profitable new \"lead left\" client relationships by leveraging centers of influence, existing clients, & referral sources
Effective grow long term profitable \"lead left\" relationships
Work closely with assigned Fifth Third internal partners to deepen existing relationships and acquire new high value prospective relationships.
Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.

Portfolio Management

Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) analyze, evaluate and develop a tailored relationship strategy for each client or prospect.
Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted advisors (e.g. attorney, accountants)
Ensure that customer relationships are managed to maximize the opportunity for the bank, while taking into account Bank risk and customer needs.

Client Experience

Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met
Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets
Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports and pipeline management. Reinforce use of CRM for assigned Fifth Third partners for monitoring pre-call and post-call activities
Utilize consultative sells skills, commercial playbook principals and call reporting plans to enhance the client experience

#LI-JB1

Credit Excellence

Analyze the financial information provided to determine the questions to ask to decide on the credit request that should be pursued
Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established Portfolio Management guidelines (i.e., delinquencies, documentation preparation, financial statement tracking exceptions, matured loans).
Monitor, on an ongoing basis, information concerning customer financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.

SUPERVISORY RESPONSIBILITIES:

No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Bachelor's or Master's in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
Minimum of 10 years Commercial Banking experience.
9 years of relationship account management experience preferred.
Formalized commercial credit training or equivalent credit experience required.
Underwriting experience preferred.
Proven track record of partnership with investment bankers to provide strategic and capital market advice.
Strong business acumen, to include detailed analysis, review of financial statements and understanding of accounting principles.
Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options.
Ability to assess client needs, drivers of profitability, and corporate/personal life cycle optimizing financial solutions.
Exhibits strong presentation skills in both large and small group settings. Proven ability to communicate with impact. U
Understands the audience and adjust communication as is appropriate level of detail for the audience; captures and holds the audience's attention.
Proven track record of identification and understanding of business issues, problems, and opportunities and the ability to create relevant options for addressing problems/opportunities to achieve desired outcomes.
Proven track record of exploring options for a prospective client or existing buyer/COI's prior to advocating for a solution.
Influences client decision regarding strategy and product solutions-Engages in joint business planning with internal partners and buyers.
Determines task and resources and project requirements by breaking them down into task and defining roles and responsibilities.
Scans the internal and external environment to identify the relationships that should be initiated or improved to achieve business goals and fulfill clients needs.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Proven ability to work in a team-based sales environment.
Must be proficient in all Microsoft Office software; familiarity with prospecting and CRM sales tools preferred.
Regional /local travel

Commercial Middle Market Relationship Manager

Total Base Pay Range 119,500.00 - 256,900.00 USD Annual

LOCATION -- El Segundo, California 90245

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About this role:

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for Specialized Industries in Commercial Auto as part of the Commercial Bank. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships
Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Established network of c-suite executives, owners, and centers of influence in the automotive industry
Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirement
Comprehensive knowledge and understanding of risk management
Experience consistently delivering strong sales performance
Excellent verbal, written, and interpersonal communication skill
Strong organizational, multi-tasking, and prioritizing skills

Job Expectations:

This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 50% of the time
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 and 79 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
#commercialbanking

Posting End Date:

17 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Summary

Develops and manages relationships with closely held businesses (i.e., founder owned, family businesses, private companies, etc.) having annual sales revenue from typically $2.5MM to -$75MM. Provides access to full compliment of commercial depsoit, cash management services, treasury management products and lending services that are tailored to the clients' specific needs. Contributes to bank growth and profitability by expanding client relationshps through advice-driven cross-selling efforts to the bank's other business lines including consumer and wealth segments.

Job Duties and Responsibilities

Manages assigned client portfolio to retain and expand client relationships. Focus is on assessing client financial needs and providing the appropriate bank products (lending, deposits) as well as introducing clients to SMEs in adjacent areas (wholesale, treasury, wealth, trust, etc.) Meets and exceeds sales goals while delilvering outstanding client service as evidenced by client retention and growth.
Develops new and existing customer relationships through networking, cross-selling opportunities and referrals to and from business product partners within the bank. Establishes and maintains comprehensive referral network to generate new client relationships, targeting more complex businesses.
Collaborates with key business partners and subject matter experts to strategize and develop comprehensive relationships.
Partners with branch manager and serves as the primary point of contact for the business customer. Serves as commercial banking expert for a branch or a group of branches.
May generate SBA loans by proactively creating, developing and maintaining internal/external relationships.
Proactively manages customer relationships by identifying financial needs, delivering solutions to meet the needs, and delivering quality customer service.
Reviews applicant financial data to evaluate credit worthiness and manages difficult credit situations.
Negotiates terms and makes decisions on loans within limits or makes recommendations. Monitors outstanding loans to ensure ongoing credit worthiness.
Represents Synovus within the community by actively serving in community organizations, participating in local chambers of commerce and other related leadership activities.
Adheres to established loan policies and procedures. Works with commercial credit approval process to ensure that underwriting and credit quality standards are implemented and maintained.
Uses professional knowledge, experience and analytical criteria to make decisions and resolve problems; acts independently to determine methods and procedures on new assignments.
May orient, train, assign, and review the work of lower-level team members.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
Performs other related duties as required.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an equal opportunity employer committed to fostering an inclusive work environment.

\nQualifications\n

Minimum Education:

Bachelor's Degree in Finance, Accounting, Business Administration or related discipline, or an equivalent combination of education and experience

Minimum Experience:

Ten (10) years job specific work experience

Required Knowledge, Skills, & Abilities:

Superior sales and advisory skills
Excellent credit skills
Strong knowledge of lending guidelines and loan requirements
Demonstrated experience in managing a complex loan portfolio
Experience independently managing moderately complex customer relationships and managing some difficult credit situations
Superior business development calling skills
Experience independently sourcing new businesses
Ability to negotiate and influence actions in a professional and effective manner

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Location: Bellingham area

Annual salary plus performance-based incentive program. Hiring salary based on experience.

As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of credit and depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met.

Relationship Management/Client Service:

Maintains responsibility for retaining and expanding a specific book of relationships, understanding the intricacies of each relationship to provide superior service to Bank clients. Deliver personalized banking strategies that align with client objectives, enhancing their business operations through our comprehensive suite of banking services.

Sales/Business Development:

Proactively investigates opportunities for expanding market share and making business more profitable, focusing on identifying prospective clients and additional banking needs among current clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources.

Risk Management:

Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations relevant to banking services.

Qualifications:

Education: Bachelor’s Degree in Finance, Accounting, Business or related field.
Experience:

Seasoned commercial lender with at least 5 years of experience, generally working with clients with revenues ranging from $5 million to $150 million.
Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen.
Experience in the sales of cash management products or related sales experience at a financial institution.
Work experience in relationship management, including experience in specific unit areas like cash management, real estate, commercial lending, and consumer lending.

Knowledge:

Knowledge of Bank lending procedures, as set by the current, published Loan Policy.
Advanced loan documentation knowledge; understanding of complex credit structures and documentation.
Working knowledge of Bank products and services.

Skills:

Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).
Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.
Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients.
Ability to set and achieve challenging goals.

Compensation:

Relationship Manger II: $83,563 - $125,345
Relationship Manger III: $101,575 - $152,363
Relationship Manger IV: $123,721 - $185,581

The compensation range represents the low and high end of the base compensation range for this position located in Bellingham, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.

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About this role:

Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team, focused on serving companies across Alabama and Mississippi with annual revenues typically up to $100 million, who will bring strong credit expertise and deep product knowledge to drive new business development and build a high-quality portfolio. Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:

Drive strategic customer selection by focusing on companies with annual revenues typically up to $100 million, aligning with growth objectives and market opportunity
Proven ability to develop and grow client relationships through a well-established professional network in markets across Alabama and Mississippi, supporting targeted business development and client acquisition efforts
Execute proactive customer engagement strategies to build comprehensive C&I relationships
Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach
Build comprehensive, cross-product relationships with core C&I prospective clients to drive long-term value
Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships
Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships
Leverage CRM tools effectively to manage and track customer and prospect interactions
Maintain accurate and complete relationship records to ensure visibility and continuity across teams
Document client engagement and calling activity in a timely and precise manner
Apply a disciplined approach to pipeline management to drive consistent business development results
Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs
Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions

Required Qualifications:

5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Commercial banking account relationship management experience for companies with annual revenues typically up to $100 million
Established local in-market network with demonstrated knowledge of markets across Alabama and Mississippi
Demonstrated experience generating new client relationships, building and retaining long-term client relationships
Ability to drive new client acquisition by partnering across teams to cross-sell solutions, prioritize prospects, develop pursuit strategies, craft proposals, and lead onboarding through successful conversion
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Proven experience managing commercial banking relationships with a focus on client growth and retention
Excellent verbal, written, and interpersonal communication skills
Strong time management, organizational, and prioritization skills
Self-motivated and able to work independently with minimal supervision
Proven ability to build and maintain effective internal partnerships across functional teams
History of successful sales pipeline management and consistent performance
Strong in-market presence with an established network to support business development efforts

Job Expectations:

This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 50 % of the time

#CommercialBanking

Location:

1901 6th Avenue North- BIRMINGHAM, AL 35203

Posting End Date:

29 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Application Deadline:

09/29/2025

Address:

2915 Biscayne Blvd

Job Family Group:

Commercial Sales & Service

Leads and executes business development plans to that business goals are achieved or exceeded.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Conducts independent analysis and assessment to resolve strategic issues.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
May network with industry contacts to gain competitive insights and best practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Manages the risk of the assigned complex portfolio in a timely and precise manner.
Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.
Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
Tracks implementation requests to keep the process on track with timelines.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Ensures accurate billing to clients.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Demonstrated history of successful business development, including ability to network in external markets
Demonstrated knowledge of relevant industry verticals and market’s competitive environment
Experience in contact negotiations with both clients and legal counsel
Experience drafting responses to complex RFPs
Experience with Sales Strategy and Sales referral process development
Risk Management - In-depth
Sales and Service Management –In-depth
Relationship Management - In-depth
Change Leadership - Working
Conflict Management & Resolution –In-depth
Resource Planning – Working
Business Acumen – In-depth
Financial and Working Capital Understanding – In-depth
Strategic Thinking – Working
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

About Us

To find out more visit us at http://jobs.bmo.com/us/en

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We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As the Senior Relationship Manager, Commercial Banking Mid-Market is a seasoned professional responsible for meeting the needs of clients and driving business growth in the commercial segments, leveraging partnerships with the broader market team to deliver a broad range of Commercial Banking solutions. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

How you'll succeed

Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.
Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.
Client experience - Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs and/or complex cash management requirements.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You have a degree/diploma in Business, Finance, Accounting, or a related field.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

#LI-TA

What CIBC Offers

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Edmonton-10102 Jasper Ave. 2nd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Banking, Business Development, Client Service, Financial Advising, Portfolio Management, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Edmonton-10102 Jasper Ave. 2nd, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":41,"item":{"@type":"JobPosting","title":"Principal Commercial Banking Relationship Manager","datePosted":"2025-08-14","description":"

About this role:

Wells Fargo is seeking a Principal Commercial Banking Relationship Manager to support the Oklahoma & Arkansas market reporting into the Tulsa office. Our goal is to increase momentum and drive growth with a focused effort exclusively on sourcing new relationships. Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:

Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships
Partner with Commercial Relationship Managers to cross sell appropriate products and services, prioritize prospects, develop pursuit strategy, create proposals, manage new customer acquisitions, and onboarding process for customers
Prospect companies with annual gross sales ranging from $20MM to $100MM and remain engaged until prospects are successfully converted to customers
Partner with Treasury Management consultants to source, develop and grow our TM wallet share and deposit business across the footprint
Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert, act as a mentor for less experienced colleagues
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Established local in-market network with demonstrated knowledge of the Oklahoma and Arkansas market
Completion of formal credit training program with underwriting experience
Commercial banking account relationship management experience for clients with annual revenue up to $100MM
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships, building and retaining long-term client relationships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

Job Expectations:

This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 20 % of the time

#CommercialBanking

Location:

2705 E 21st Street- TULSA, OK 74114

Posting End Date:

28 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As the Senior Relationship Manager, Commercial Banking Mid-Market is a seasoned professional responsible for meeting the needs of clients and driving business growth in the commercial segments, leveraging partnerships with the broader market team to deliver a broad range of Commercial Banking solutions. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

How you'll succeed

Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.
Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.
Client experience - Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs and/or complex cash management requirements.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You have a degree/diploma in Business, Finance, Accounting, or a related field.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

#LI-TA

What CIBC Offers

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-309-8th Ave.S.W.,8thET

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Banking, Business Development, Client Service, Financial Advising, Portfolio Management, Results-Oriented","hiringOrganization":{"@type":"Organization","name":"CIBC","sameAs":"https://www.cibc.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Calgary-309-8th Ave.S.W.,8thET, Canada","addressCountry":"Canada","addressRegion":"North America"}}}},{"@type":"ListItem","position":43,"item":{"@type":"JobPosting","title":"VP Relationship Manager - Commercial Banking","datePosted":"2025-08-14","description":"

Application Deadline:

09/29/2025

Address:

500 Capitol Mall

Job Family Group:

Commercial Sales & Service

We are seeking a Vice President level Senior Relationship Manager (RM) in our Diversified Industries Group. The ideal candidate has 7+ years of experience calling on companies in middle market generating $50MM - $2B in revenue and has established relationships with customers, COIs, and key stakeholders in Sacramento.

The RM will be responsible to drive new client acquisition and growth in market share in this middle market segment across all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within the Commercial Bank across the various geographies to deliver an exceptional customer experience. In addition, the RM will be tasked with leveraging the bank and delivering the integrated BMO One Client focus across all lines of business including Wealth, Retail, Small Business, and Capital Markets.

Leads and executes business development plans to that business goals are achieved or exceeded.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
Conducts independent analysis and assessment to resolve strategic issues.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
May network with industry contacts to gain competitive insights and best practices.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Manages the risk of the assigned complex portfolio in a timely and precise manner.
Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
Gathers data to advance sale process and completes all required documentation.
Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
Tracks implementation requests to keep the process on track with timelines.
Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
Maintains current client information on Bank system/files to ensure client history is accurate and complete.
Ensures accurate billing to clients.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
Demonstrated history of successful business development, including ability to network in external markets
Demonstrated knowledge of relevant industry verticals and market’s competitive environment
Experience in contact negotiations with both clients and legal counsel
Experience drafting responses to complex RFPs
Experience with Sales Strategy and Sales referral process development
Risk Management - In-depth
Sales and Service Management –In-depth
Relationship Management - In-depth
Change Leadership - Working
Conflict Management & Resolution –In-depth
Resource Planning – Working
Business Acumen – In-depth
Financial and Working Capital Understanding – In-depth
Strategic Thinking – Working
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$122,400.00 - $228,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

About Us

To find out more visit us at http://jobs.bmo.com/us/en

","hiringOrganization":{"@type":"Organization","name":"BMO","sameAs":"https://www.bmo.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"H1582 - HB Sacramento, CA (500 Capitol Mall), United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":44,"item":{"@type":"JobPosting","title":"Commercial Relationship Manager IV - Waco, TX","datePosted":"2025-06-30","description":"

ESSENTIAL FUNCTIONS

Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market
Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions
Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank
Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail
Underwrite loan requests within the parameters of the Bank’s policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval
Manage and service assigned loan portfolio
Ensure that all required documentation is in file for all loans and deposits
Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review
Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available
Price each loan and deposit product according to current Bank pricing guidelines
Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations
Demonstrate a commitment to fair lending practices
Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions
Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations
Resolve client problems and assists with general inquiries
Provide superior service to existing clients
Builds and maintains a positive working relationship with COI’s and others in the community to enhance the Bank’s image and reputation in the marketplace

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

SKILLS

Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary.

Qualifications, Education, and Certification Requirements

Education: A Bachelor’s degree in business, finance, banking, or related field is required. Graduation from a recognized school of banking is an asset.
Experience: Minimum of 10 plus years commercial lending or portfolio management experience; Experience should include previous loan structuring and credit analysis responsibilities
Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures. Familiarity with the local business community is strongly preferred. Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

WORK ENVIRONMENT

This position is in a private office.

TRAVEL

This position may require some travel from time to time.

","hiringOrganization":{"@type":"Organization","name":"SouthState Bank","sameAs":"https://www.southstatebank.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Waco Woodway, United States","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":45,"item":{"@type":"JobPosting","title":"Senior Lead Commercial Banking Relationship Manager","datePosted":"2025-08-06","description":"

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager within our Investor Real Estate (IRE) segment supporting clients with annual revenue of $100MM and up covering the Seattle, WA market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships
Serve as a top subject matter expert, leading highly complex and high-impact solutions related to cash flow, real estate loans, and other industry-specific financial products.
Analyze financial statements and data to develop strategic recommendations and present findings to clients.
Coordinate with internal stakeholders across multiple departments to ensure seamless execution of client solutions.
Build and manage a complex portfolio of Investor Real Estate (IRE) relationships, driving growth and profitability.
Navigate high-risk scenarios with sound judgment and strategic insight, ensuring compliance and risk mitigation.
Influence enterprise-level decisions through deep industry knowledge and financial acumen.
Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert, act as a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Required Qualifications:

10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Proven experience in the origination and management of loans across multiple asset classes, including multi-family, industrial, hospitality, retail, self-storage, and office properties.
Deep understanding of the commercial real estate industry and local markets
Expertise in investor real estate loan structures, including documentation negotiation and successful loan closings.
Demonstrated ability to build and maintain a complex portfolio of Investor Real Estate (IRE) relationships.
Strong background in business development, with a track record of successful Investor Real Estate (IRE)relationship management.
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Commercial banking account relationship management experience within the Middle Market segment
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships, building and retaining long-term client relationships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

Job Expectations:

This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Travel: Ability to travel

#commercialbanking

Pay Range

$191,000.00 - $305,000.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

21 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for the Specialized Industries - Healthcare Team with Commercial Banking. The successful candidate will support Executive Director and Managing Director level Relationship Managers as part of a team responsible for developing and maintaining strategic relationships with a diverse portfolio of clients and prospects. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

Lead or participate in the structuring and executing of cash flow underwritten credit facilities, asset-based loans, real estate loans, and certain other industry specific solutions within Commercial Banking by analyzing financials, coordinating with internal stakeholders, presenting to clients, and partnering with senior peers to execute more complex transactions
Review, understand, and offer the full suite of solutions offered by Wells Fargo to commercial clients and prospects across the spectrum of Wells Fargo capabilities.
Independently lead or resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group while leveraging a solid understanding of relevant policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues while achieving Wells Fargo’s business objectives by helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; may lead projects, teams or serve as a mentor for less experienced colleagues
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Partner with Commercial Lending Product Management to provide feedback on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively

Required Qualifications:

4+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Commercial banking account relationship management experience within the healthcare segment
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships, building, and retaining long-term client relationships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills

Job expectations:

This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 15% of the time

#commercialbanking

Location:

One American Center -- Nashville, Tennessee 37203
550 South Tryon Street - Charlotte, North Carolina 28202
14241 Dallas Parkway - Dallas, Texas 75254
10 South Wacker Street - Chicago, Illinois 60606
1700 Lincoln Street - Denver, Colorado 80203
2030 Main Street - Irvine, California 92614

Pay Range

$119,000.00 - $224,000.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting End Date:

10 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager to join our team in the South Florida Market, supporting business clients that have sales revenue up to $100MM. Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:

Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
Proactively prospect and qualify new business opportunities within the target market and maintain engagement with prospects through the entire sales process
Develop, retain, and grow complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

Required Qualifications:

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Commercial Banking account relationship management experience with clients with annual sales revenue up to $100MM
Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices
Experience leveraging Treasury Management products and services
Established local in-market network with demonstrated knowledge of the South Florida market
Comprehensive knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements
Experience identifying and mitigating risk, ensuring compliance with processes, and mitigating risk issues
Experience consistently delivering strong sales performance
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multi-tasking, and prioritizing skills
Completion of formal credit training program
Demonstrated experience generating new client relationships, building and retaining long-term client relationships

Job Expectations:

This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 10% of the time

#CommercialBanking

Location:

1699 Coral Way- MIAMI, FL 33145

Posting End Date:

19 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Hybrid on-site/remote work schedule available.

PRIMARY RESPONSIBILITIES

• Manage all commercial loan workouts
• Develop appropriate loan loss reserve analysis to ensure accurate financial reporting and risk management
• Ensure all risk ratings and accrual status is correct, recommending changes as needed
• Negotiate with customers to maximize returns and minimize losses
• Develop action plans on all accounts
• Handle attorney involvement, keeping in the forefront that the Bank drives the direction, tenure, and ultimate settlement
• Negotiate offers in compromise in the best interest of the Bank. If SBA, follow SBA procedures and policies to ensure guaranty is not jeopardized
• Analyze financial and other statements to determine repayment ability including the development of personal and business cash flows.
• Analyze the economics of any situation, offer, or settlement
• Prepare monthly individual loan impairment analyses
• Negotiate sale of assets or notes, when appropriate
• Preparation of loan proposals and presentation of such
• Structuring of “troubled loan modifications” when appropriate
• Loan Review or data analytics, as requested
• Serve as a backup for managing and sale of any REO assets

REQUIREMENTS/QUALIFICATIONS

• Bachelor’s degree strongly preferred. Experience may be substituted for education.
• 10 years of relevant banking experience, with emphasis on credit, lending, underwriting, negotiations, SBA lending and workout, FDIC regulations, and a solid understanding of legal concepts related to bankruptcies, foreclosures, receiverships, auctions, judicial and non-judicial foreclosures/sales and note sales.
• Proven track record of managing distressed loan portfolios and achieving successful workout outcomes.
• Strong qualitative and quantitative analysis skills.
• Strong math skills.
• Strong understanding of personal and business cash flows
• Excellent negotiation, analytical, and problem-solving skills.
• Strong knowledge of credit, loan review, risk analysis, stress testing, and risk rating systems.
• Intermediate to Advanced Microsoft Word and Excel skills.
• High attention to detail.
• Possess good organizational skills with the ability to multi-task.
• Exemplary written communication skills, as well as effective verbal and interpersonal skills.

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.","hiringOrganization":{"@type":"Organization","name":"The Washington Trust Company","sameAs":"https://www.washtrust.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"WESTERLY, RI, 02891, USA","addressCountry":"United States","addressRegion":"North America"}}}},{"@type":"ListItem","position":49,"item":{"@type":"JobPosting","title":"Relationship Manager, Commercial Desk - Sandakan MY","datePosted":"2025-08-05","description":"

Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.
Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
To develop and maintain professional customer relationships with key decision makers (viz. CEO, CFO, Head of Treasury, Head of HR etc).
To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
To conduct a periodic health check on the portfolio of customers including but not limited to an annual review of the credit-worthiness of existing borrowing/financing accounts, to ensure and to confirm that all legal /security documentation is intact and legally enforceable, insurance policies are current and renewed on expiry, in addition to ensure that data is correctly and accurately updated in the system after disbursement or any changes requested.
To proactively monitor the asset quality of customers in the portfolio by detecting early warning signs and to promptly undertake or initiate debt/ financing restructuring, rescheduling or legal recovery action, as applicable.
To undertake any other related tasks as determined by the management of the Bank from time to time.
To take accountability in ensuring credit files are properly maintained.

","hiringOrganization":{"@type":"Organization","name":"CIMB","sameAs":"https://www.cimb.com/"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Malaysia","addressCountry":"Malaysia","addressRegion":"Asia/Pacific"}}}},{"@type":"ListItem","position":50,"item":{"@type":"JobPosting","title":"Senior Lead Commercial Banking Relationship Manager","datePosted":"2025-08-04","description":"

About this role:

Wells Fargo is seeking Senior Lead Commercial Banking Relationship Manager with expertise with business clients that have sales revenue of typically up to $100MM, that can apply their credit acumen and product knowledge to develop new business to successfully build a strong portfolio to join our team in Nashville, TN. Learn more about the career areas and business divisions at wellsfargojobs.com

In this role, you will:

Drive strategic customer selection by focusing on companies with annual sales revenue up to $100MM, aligning with growth objectives and market opportunity
Proven ability to develop and grow client relationships through a well-established professional network in Nashville and the broader regional market, supporting targeted business development and client acquisition efforts
Execute proactive customer engagement strategies to build comprehensive C&I relationships
Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach
Build comprehensive, cross-product relationships with core C&I clients to drive long-term value
Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships
Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships
Leverage CRM tools effectively to manage and track customer and prospect interactions
Maintain accurate and complete relationship records to ensure visibility and continuity across teams
Document client engagement and calling activity in a timely and precise manner
Apply a disciplined approach to pipeline management to drive consistent business development results
Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs
Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions

Required Qualifications:

7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Proven experience managing commercial banking relationships with a focus on client growth and retention
Advanced knowledge of treasury management products, sales, and structuring
Strong in-market presence with an established network to support business development efforts
Commercial banking account relationship management experience for clients with annual revenue of up to $100MM
Deep understanding of core banking solutions, including deposits, commercial credit, and treasury services
Credit acumen demonstrated through education
Experience structuring and managing moderately complex credit and debt arrangements
Skilled in negotiating pricing, terms, interest rates, and collateral requirements
History of successful sales pipeline management and consistent performance
Solid understanding of risk management principles and regulatory considerations
Experience working with Investor and Owner-Occupied Real Estate (IRE) is a plus
Excellent communication skills—verbal, written, and interpersonal
Strong time management, organizational, and prioritization skills
Self-motivated and able to work independently with minimal supervision
Proven ability to build and maintain effective internal partnerships across functional teams

Job Expectations:

This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 25% of the time

#CommercialBanking

Location:

3100 West End Avenue- NASHVILLE, TN 37203

Posting End Date:

18 Aug 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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