Commercial Relationship Manager II → Commercial Relationship Manager

val's services; Naples (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

val's services in Naples, FL seeks Commercial Relationship Managers to grow banking relationships with mid-to-large clients. You will analyze creditworthiness, structure loans, and advise on pricing while coordinating with underwriting teams.

The role emphasizes relationship management, strong communication, and portfolio monitoring to maximize revenue and asset quality.

Qualifications

• Bachelor’s degree required.
• 6-8 years of experience in syndicated and middle-market lending.
• Proficiency with Microsoft Office applications.

Responsibilities

• Analyze creditworthiness and structure loans.
• Recommend loan pricing and develop client relationships.
• Coordinate with management and underwriting teams and prepare loan memos.
• Finalise deal terms and monitor portfolio health.
• Act as a financial advisor, guiding clients on financial strategies.

Skills

relationship management

credit analysis

communication skills

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Role Overview

Commercial Relationship Managers are client-facing professionals in commercial banking, responsible for nurturing and expanding banking relationships with high-revenue organizations.

They aim to achieve mutual business goals, maximize portfolio revenue, and ensure asset quality through sound credit and risk decisions.

Key duties include analyzing creditworthiness, structuring loans, recommending loan pricing, and developing new and existing client relationships.

They act as financial advisors, providing guidance on financial strategies and matching client needs with appropriate products.

The role involves coordinating with management and underwriting teams, preparing loan memos, finalizing deal terms, and monitoring portfolio health.

Candidates should possess a bachelor’s degree, 6-8 years of experience in syndicated and middle‑market lending, and proficiency in Microsoft Office.

They must demonstrate strong relationship management, credit analysis, and communication skills to succeed in this role.