Commercial Relationship Manager Senior

Live Well Homecare; Mount Pleasant (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

Live Well Homecare is looking for a Commercial Banking Relationship Manager to develop and manage a portfolio of high-value commercial clients, offering tailored banking solutions such as loans and deposits to foster long-term relationships.

You will serve as a trusted advisor, collaborate with Credit, Treasury Management, and other internal teams to structure complex transactions, drive growth in deposits and loans, and ensure regulatory and internal compliance while mentoring colleagues in

Qualifications

• Bachelor’s degree or equivalent experience with 3–10 years in commercial banking.
• Strong relationship-building and client management skills.
• Ability to structure complex credit and banking solutions.

Responsibilities

• Manage and grow client portfolios through proactive engagement.
• Provide expert financial advice on credit, deposits, and banking solutions.
• Lead client conversations with advanced credit knowledge.
• Collaborate with Credit, Treasury Management, and specialty banking teams.
• Work with relationship teams on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth in deposits, loans, and fee income while meeting sales goals.
• Build community presence to generate referrals.
• Stay informed on market trends and monitor portfolio risks.
• Ensure regulatory and internal policy compliance and complete required training.
• Act as a peer mentor and promote a collaborative culture.

Skills

Portfolio management

Relationship management

Credit knowledge

Financial advisory

Education

Bachelor’s degree or equivalent

Tools

CRM software

Credit systems

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 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.

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 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.