Commercial Relationship Manager II → Commercial Relationship Manager

RoShay Services; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

RoShay Services in Naples, Florida is seeking a Commercial Relationship Manager to serve as the primary client-facing contact for core commercial banking services. You will cultivate high-revenue relationships, tailoring financial solutions and educating clients on financial strategies.

You will analyze creditworthiness, structure loans, and coordinate deal teams, finalizing terms while monitoring portfolio health for risk identification.

Qualifications

• Bachelor's degree and 6–8 years of experience in syndicated and middle-market lending.
• Strong relationship-building, credit analysis, and risk management skills.
• Experience analyzing creditworthiness and structuring loans to protect the bank's interests.

Responsibilities

• Analyze creditworthiness of clients and data to assess risk.
• Structure loans to protect the bank's interests and ensure sound asset quality.
• Make credit recommendations in collaboration with management and underwriters.

Skills

Credit analysis

Relationship-building

Risk management

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Role Overview

Commercial Relationship Managers serve as the primary client-facing contact for core commercial banking services.

They cultivate and expand relationships with high-revenue organizations, providing tailored financial solutions to meet their needs while ensuring sound asset management.

Key duties include analyzing creditworthiness, structuring loans to protect the bank's interests, and making credit recommendations in collaboration with management and underwriters.

They act as financial advisors, educating clients on financial strategies and matching products to client profiles.

The role involves preparing loan memos, coordinating deal team meetings, finalizing terms, and monitoring portfolio health to identify risks.

Qualifications required are a bachelor's degree, 6-8 years of relevant experience especially in syndicated and middle-market lending, and proficiency in Microsoft Office.

This position demands strong relationship-building, credit analysis, and risk management skills to foster long-term, profitable client relationships while supporting community growth.