Relationship Manager

Job Description

Job Description

Position Summary:

The Vice President, Relationship Manager I is a key partner to the Market President in executing the Bank’s commercial banking strategy. This role provides direct support to the Market President in managing and growing the market, while also prospecting for new business, supporting existing client relationships, and ensuring disciplined portfolio management. The position requires a strong balance of relationship skills, credit acumen, and market awareness.

Essential Duties & Responsibilities:

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

• Bachelor’s degree in business, finance, accounting, or related field
• 3-5 years of experience in commercial banking or credit analysis, with demonstrated success in client relationship management
• Manage a portfolio of small to mid-size commercial clients, ensuring their banking needs are met.
• Assist with underwriting loans and managing credit risk in collaboration with the credit team.
• Develop relationships with clients to identify cross-selling opportunities for bank products.
• Work with internal teams to ensure timely loan processing and account management.
• Conduct client account reviews and participate in risk management discussions with senior leadership.
• Partner closely with the Market President to implement market-level strategic initiatives and drive overall growth.
• Assist with preparation for client meetings, community involvement, and internal leadership responsibilities.
• Provide analytical and relationship support to ensure the Market President is positioned for success in business development and portfolio oversight.
• Identify, qualify, and pursue new commercial banking opportunities within the market.
• Build and maintain a pipeline of prospective clients through proactive calling, networking, and community engagement.
• Partner with product specialists to deliver customized financial solutions across lending, deposits, treasury, and other banking services.
• Support the management of the commercial loan portfolio, including monitoring credit quality, covenant compliance, and profitability.
• Assist in structuring and underwriting credit facilities in collaboration with credit partners.
• Identify risks or issues within the portfolio and recommend solutions that protect the Bank’s interests.
• Must allocate time effectively and independently prioritize workload to meet timelines
• Good mathematical reading comprehension and writing skills
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Qualifications:

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.

• Must have effective leadership and administrative abilities
• Must have knowledge of the community and its financial needs, economic and competitive environment, Federal monetary system, and all Federal and State banking regulation
• Must have analytical, decision-making, and problem-solving skills
• Must have the ability to balance multiple tasks and projects simultaneously within a limited time frame
• Must have strong attention to detail, strong organizational, interpersonal, communication and customer relations skills
• Must have the capability of instructing, assigning new work, maintaining standards, allocating personnel, reviewing work, coordinating activities, planning work for others and acting on employee problems
• Must have superior communicator with excellent interpersonal skills, written and verbal communication skills, and presentation skills, and is adept at influencing and achieving collaboration
• Must have a well-developed consultative approach - including the ability to lead complex business initiatives and collaborate with internal partners at all levels
• Must have strong appreciation for culture in a values-driven business
• Must be a systems thinker; able to thrive in an environment of ambiguity while guiding stakeholders through a shared decision-making process, reconciling disparate perspectives to develop cohesive strategies
• Must be able to pass a background and credit screening

Supervisory Responsibility:

This position has no supervisory responsibilities.

Job Type:

This is a full-time exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

Travel:

Travel is required for this position.

Working Conditions & Physical Requirements:

This position operates in a professional office environment. This position requires regular sitting, walking, standing, lifting (up to 50 pounds), reading, seeing (including color, peripheral vision, depth perception, and adjusted focus), speaking, hearing, listening, organizing, interpreting data and information, operating office equipment, typing using a computer keyboard and mouse, viewing a computer screen monitor, and use of a telephone. The working environment consists of an indoor and climate-controlled setting most of the time.

Team Member Acknowledgement:

My signature below acknowledges that I have received and read my job description, and that I understand the scope, essential job duties, knowledge, skills, and abilities, working environment and physical requirements that apply to my job. I further acknowledge that I can safely and effectively perform the essential job duties, with or without reasonable accommodation, and in accordance with the policies, procedures, expectations, and standards of the company.

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cc: Personnel File