Commercial Relationship Manager III → Commercial Relationship Manager

val's services; Florida; Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Val's Services is seeking a Commercial Relationship Manager in South Florida to lead high-value client relationships in commercial banking. You will expand existing accounts, source new clients and tailor financial solutions to client needs.

You will analyze creditworthiness, structure loans, prepare memos, coordinate deal teams, and monitor portfolio health while ensuring compliance with policies and regulations.

Qualifications

• Bachelor’s degree required; strong analytical and advisory capabilities.

Responsabilités

• Expand existing client accounts.
• Source new clients and build profitable relationships.
• Analyze creditworthiness and structure loans.
• Coordinate deal teams and finalize terms.
• Monitor portfolio health and manage risk.

Connaissances

Relationship management

Credit analysis

Strategic advisory

Formation

Bachelor's degree

Outils

Microsoft Office

Description du poste

SummaryThe

SummaryThe Commercial Relationship Manager serves as the primary client-facing role in commercial banking, focusing on developing and maintaining profitable relationships with high-revenue organizations.

Responsibilities include expanding existing client accounts, sourcing new clients, analyzing creditworthiness, structuring loans, and ensuring compliance with policies and regulations.

They act as financial advisors, offering insights on financial strategies and matching client needs with suitable products.

Key duties involve preparing loan memos, coordinating deal teams, finalizing terms, and monitoring portfolio health for potential risks.

The role requires a bachelor’s degree, 6-8 years of relevant experience in syndicated and middle-market lending, particularly in the South Florida market, along with proficiency in Microsoft Office tools.

Success in this role hinges on strong relationship management, credit analysis, and strategic advisory skills to maximize revenue while managing risk.