Business Banking Commercial Real Estate Relationship Manager 2

Overview

Responsibilities

• Portfolio Management & Client Coverage
• Serve as the central point of contact for an assigned portfolio of Commercial Real Estate clients, ensuring consistent, high‑quality coverage.
• Proactively manage the portfolio across the full credit lifecycle, including renewals, amendments, covenant compliance, documentation, and ongoing credit monitoring.
• Maintain a deep understanding of each client’s business, financial performance, and market dynamics to proactively identify risks and opportunities.
• Drive organic growth within the existing portfolio through thoughtful relationship expansion, increased wallet share, and cross‑sell opportunities.
• Identify opportunities to deepen relationships through deposits, cash management, derivatives, and wealth referrals to enhance overall relationship profitability.
• Support targeted new business development efforts through referral sources, prospect calling, and community involvement.
• Evaluate new opportunities consistent with portfolio strategy, return thresholds, and risk appetite.
• Prepare credit recommendations and loan structures tailored to client needs.
• Produce required documentation to support loan origination, structuring, and execution of complex CRE transactions.
• Present credit requests to senior management and respond knowledgeably and confidently to questions.

Preferred Qualifications

• Minimum of 4 years of Commercial Real Estate banking experience.
• Demonstrated success managing and growing a meaningful CRE portfolio.
• Strong credit acumen with experience structuring complex transactions.
• Excellent communication and interpersonal skills with the ability to build deep, trusted client relationships.
• Proven ability to drive relationship profitability through portfolio growth and cross‑selling.
• Strong technical and organizational skills; experience using Salesforce or similar CRM systems preferred.