Commercial Relationship Manager Senior

Tharp Consulting; Aiken (SC); On-site; USD 85,000 - 120,000; Full time

Job summary

Tharp Consulting seeks an experienced client-focused banking professional to develop and manage a portfolio of high-value commercial clients. You will offer tailored loan, deposit, and financial products while building long-term relationships and proactively acquiring new clients.

Responsibilities include advising on credit structuring, collaborating with Credit/Treasury teams, and driving revenue growth through deposits and loans.

Qualifications

• Bachelor’s degree or equivalent experience with 3-10 years of relevant expertise.

Responsibilities

• Manage and grow client portfolios by understanding clients' financial goals and needs.
• Act as a trusted financial advisor, recommending customized credit, deposit, and banking solutions.
• Lead client discussions with advanced credit knowledge and structure complex financial solutions.
• Collaborate with internal teams including Credit and Treasury Management to deliver integrated services.
• Drive revenue growth through deposits, loans, and fee income while meeting retention targets.
• Maintain community presence to generate referrals and foster new relationships.
• Stay informed on market trends to advise clients effectively.
• Monitor client portfolios for changes in financial status and risk management.
• Ensure compliance with regulatory, credit, and internal policies.
• Mentor peers and promote a collaborative team culture aligned with organizational values.

Skills

Relationship management

Financial analysis

Education

Bachelor’s degree or equivalent experience

Job description

Role Overview: This position involves developing and managing a portfolio of high-value commercial clients by offering tailored banking solutions such as loans, deposits, and other financial products. The role focuses on building long-term relationships, deepening existing accounts, and acquiring new clients through proactive outreach.

Key Responsibilities

• Manage and grow client portfolios by understanding clients' financial goals and needs.
• Act as a trusted financial advisor, recommending customized credit, deposit, and banking solutions.
• Lead client discussions with advanced credit knowledge and structure complex financial solutions.
• Collaborate with internal teams including Credit and Treasury Management to deliver integrated services.
• Drive revenue growth through deposits, loans, and fee income while meeting retention targets.
• Maintain community presence to generate referrals and foster new relationships.
• Stay informed on market trends to advise clients effectively.
• Monitor client portfolios for changes in financial status and risk management.
• Ensure compliance with regulatory, credit, and internal policies.
• Mentor peers and promote a collaborative team culture aligned with organizational values.

Qualifications

• Bachelor’s degree or equivalent experience with 3-10 years of relevant expertise.