Commercial Relationship Manager Senior

LiveWell Homecare Agency, LLC; Mount Pleasant (SC); On-site; USD 85,000 - 130,000; Full time

Job summary

LiveWell Homecare Agency, LLC seeks a seasoned banking professional to develop and manage a portfolio of high-value commercial clients. You will tailor loans, deposits, and other banking products, acting as a trusted advisor to foster long-term profitable relationships.

You will collaborate with Credit, Treasury Management, and specialty banking teams to structure complex transactions and drive growth while ensuring compliance and strong client satisfaction.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–10 years of relevant experience.

Responsibilities

• Manage and grow client portfolios through proactive engagement and relationship deepening.
• Provide expert financial advice, recommending personalized credit, deposit, and banking solutions.
• Lead client conversations with advanced credit knowledge and structure complex transactions.
• Collaborate with cross-functional teams including Credit, Treasury Management, and specialty banking to deliver seamless service.
• Work with relationship teams on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth in deposits, loans, and fee income while meeting sales and retention goals.
• Build community presence to generate referrals and expand the client base.
• Stay informed on market trends affecting clients and monitor portfolio risks and changes.
• Ensure compliance with regulatory and internal policies, completing required training.
• Act as a peer mentor and promote a collaborative team culture aligned with organizational values.

Education

Bachelor’s degree or equivalent experience

Job description

This position involves developing and managing a portfolio of high-value commercial clients by offering tailored banking solutions such as loans, deposits, and other products to foster long-term, profitable relationships. The role requires serving as a trusted financial advisor, understanding client needs, and structuring complex credit and banking solutions in collaboration with internal teams.

Key Responsibilities:

• Manage and grow client portfolios through proactive engagement and relationship deepening.
• Provide expert financial advice, recommending personalized credit, deposit, and banking solutions.
• Lead client conversations with advanced credit knowledge and structure complex transactions.
• Collaborate with cross-functional teams including Credit, Treasury Management, and specialty banking to deliver seamless service.
• Work with relationship teams on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth in deposits, loans, and fee income while meeting sales and retention goals.
• Build community presence to generate referrals and expand the client base.
• Stay informed on market trends affecting clients and monitor portfolio risks and changes.
• Ensure compliance with regulatory and internal policies, completing required training.
• Act as a peer mentor and promote a collaborative team culture aligned with organizational values.

Qualifications:

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