Junior Relationship Manager - Commercial Banking

RockBridge Search & Recruitment; Boise (ID); Hybrid; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

RockBridge Search & Recruitment in Boise seeks a Jr. Relationship Manager to grow business through strong client relationships, learning commercial banking, credit, and treasury services.

You’ll support senior managers, meet clients in the market, analyze needs, and help expand the bank’s footprint with thoughtful financial guidance. This role emphasizes relationship development, risk-aware growth, and collaboration with credit, operations, and treasury teams to deliver a seamless client

Qualifikationen

• 2+ years of banking, commercial lending, credit analysis, or related financial services experience.
• Strong understanding of commercial banking products and services.
• Experience analyzing financial statements and assessing credit risk.
• Excellent communication, presentation, and interpersonal skills.
• A natural ability to build trust and establish credibility with clients.
• Strong business development instincts and a willingness to prospect and network.
• Sound judgment, attention to detail, and financial acumen.
• The ability to balance relationship development with responsible risk management.
• Strong organizational and time-management skills.
• A professional, energetic, and collaborative approach.

Aufgaben

• Support senior Relationship Managers in managing and expanding a portfolio of commercial and business banking relationships.
• Develop a deep understanding of clients’ businesses, financial goals, industries, and long-term objectives.
• Assist with the development of new business through networking, referrals, community involvement, and proactive outreach.
• Identify opportunities to deepen existing relationships through commercial loans, lines of credit, deposits, treasury management, and other financial solutions.
• Participate in client meetings and gradually take ownership of relationships as your knowledge and confidence grow.
• Assist with loan structuring, underwriting, financial analysis, credit presentations, and loan documentation.
• Analyze financial statements, cash flow, credit history, collateral, and other relevant information to help evaluate lending opportunities.
• Partner with Credit, Treasury Management, Operations, and other internal teams to deliver a seamless client experience.
• Monitor existing relationships and assist with portfolio management, covenant tracking, renewals, and annual reviews.
• Maintain accurate client records and ensure all activities follow established credit, compliance, regulatory, and risk-management standards.

Kenntnisse

Relationship building

Networking

Communication

Business development

Financial analysis

Ausbildung

Bachelor’s degree in Finance, Business, Economics or related field

Jobbeschreibung

RockBridge Search & Recruitment in Boise seeks a Jr. Relationship Manager to grow business through strong client relationships, learning commercial banking, credit, and treasury services.

You’ll support senior managers, meet clients in the market, analyze needs, and help expand the bank’s footprint with thoughtful financial guidance. This role emphasizes relationship development, risk-aware growth, and collaboration with credit, operations, and treasury teams to deliver a seamless client