Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)

Role responsibilities

This role involves managing a portfolio of complex Global Commercial Banking clients and providing financial solutions. The individual will serve as a primary point of contact, acquiring and maintaining profitable client relationships while collaborating with various teams.

Requirements

Candidates must have a minimum of 8 years of experience in Commercial Banking or Transaction Banking, with a proven track record in managing Non-Bank Financial Institutions. Strong corporate finance skills and financial modeling experience are required, along with outstanding communication and leadership abilities.

Key skills

Client Management, Client Solutions, Advisory, Prospecting, Relationship Building, Risk Management, Financial Analysis, Leadership Development, Project Management, Referral Identification, Sales Performance Management, Business Development, Client Experience, Branding, Continuous Improvement, Data and Trend Analysis

Keywords

Commercial Banking, Transaction Banking, Financial Solutions, Client Relationships, Financial Analysis, Cash Flow Statements, Investment Banking, Foreign Exchange, Wealth Management, Credit, Treasury Management, Merchant Services, Sales, Prospecting, Financial Modeling, Leadership, Networking, Community Organizations