Corporate Banking Relationship Manager Sr - Technology

Overview :

As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients’ growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals.

Overview

You’ll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You’ll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards.

Principal Duties & Responsibilities

• Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements.
• Independently grow your portfolio through client referrals, networking, and targeted outreach.
• Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals.
• Present and promote banking solutions with confidence and clarity to both existing and prospective clients.
• Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience.
• Make informed decisions on overdrafts, wires, pricing, and structuring within your authority.
• Negotiate loan terms based on risk, market conditions, and overall client relationship value.
• Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies.
• Monitor portfolio quality, manage past due loans, and proactively address potential issues.
• Ensure timely and accurate reporting, and that all loans are closed in accordance with internal procedures and legal requirements.

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