C&I (CRE) Relationship Manager

Responsibilities
Proactively develop and manage a portfolio of C&I clients, including manufacturers, distributors, professional services firms, and other operating businesses.

Originate and structure credit facilities such as working capital lines, term loans, equipment financing, and accounts receivable financing based on client needs and cash flow.

Generate new business opportunities by identifying prospects, conducting outreach, and leveraging existing relationships within the local business community.

Work with treasury managers to develop deposit relationships, cash management opportunities, and cross-sell the bank’s full suite of business banking products (e.g., treasury services, merchant services, business cards).

Maintain accurate records of client interactions, pipeline activity, and portfolio performance.

Keep up to date with market trends, industry regulations, and competitor offerings to ensure our solutions remain competitive and relevant.

Act as a trusted advisor to clients by demonstrating patience, thoughtful listening, and the ability to understand core business operations and challenges.

Apply innovative thinking to identify customized financial solutions using the bank’s product suite.

Confidently propose well-structured loan requests to Credit Administration, supported by sound credit rationale and a strong understanding of borrower needs.

Knowledge

Knowledge of economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.

Knowledge of business and management principles.

Knowledge of principles and processes for providing customer and personal services.

The Ability to

Communicate information and ideas clearly so others can understand.

Apply general rules to specific problems to produce sound answers.

Listen effectively and understand information and ideas presented verbally.

Advise clients with patience, insight, and strong business understanding.

Qualifications and Requirements

Bachelor Degree/Master’s Degree or equivalent.

Actively strive to increase customers' deposit business within the bank.

skills, accounting and/or financial acumen.

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