Mid-Market Relationship Manager, Institutional Banking

US Bank

Milwaukee (WI)

On-site

USD 120,000 - 190,000

Full time

3 days ago
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Job summary

U.S. Bank in Milwaukee seeks an experienced Relationship Manager to oversee a large, complex commercial banking portfolio and drive growth for mid-market clients. The role emphasizes leveraging cross-functional collaboration to deliver tailored banking solutions and disciplined risk management.

The ideal candidate has 8+ years in banking, a BA/MBA in finance or accounting, and FINRA licenses. You will lead client relationships, evaluate credit requests, and guide strategic financing aligned with

Qualifications

  • Experience serving companies with revenues of $50 million to $1 billion.
  • 8+ years of banking experience.
  • FINRA SIE, Series 63, Series 79 (obtain within 180 days of hire if not already held).
  • BA/MBA in finance, accounting, or related field.

Responsibilities

  • Manage and grow a large, complex commercial banking portfolio, driving relationship profitability, revenue growth, and risk-adjusted returns.
  • Develop, cultivate, and deepen client relationships by proactively identifying opportunities to acquire new business, retain existing clients, and expand wallet share through tailored banking solutions.
  • Generate a high-quality, self-sourced sales pipeline through disciplined prospecting, strategic business development activities, and consistent client outreach.
  • Serve as a trusted advisor to clients by providing strategic financial guidance and delivering solutions aligned with their business objectives, capital needs, and growth strategies.
  • Approves loans within assigned limits, managing loan and portfolio credit quality.
  • Underwrite and approve credit transactions within delegated authority while maintaining strong portfolio oversight, sound risk management practices, and high credit quality standards.
  • Partner effectively with cross-functional stakeholders to deliver integrated client solutions, enhance the client experience, and execute strategic business initiatives.
  • Demonstrate accountability and leadership by fostering collaboration, driving consistent execution of priorities, and maintaining a strong client-centric culture across all interactions.
  • Leverage business, industry, and financial expertise to understand clients' operating environments, key value drivers, competitive dynamics, and long-term growth objectives.
  • Utilize data, financial metrics, and portfolio insights to monitor performance, identify growth opportunities, mitigate risks, and drive continuous improvement across client relationships.
  • Execute relationship management and business development strategies that contribute to market growth, increased revenue generation, and achievement of business performance goals.
  • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer's normal account activity, as appropriate for this position.

Skills

Relationship management
Business development
Banking industry knowledge
Leadership
Sales skills

Education

BA/ MBA in finance or accounting

Job description

U.S. Bank in Milwaukee seeks an experienced Relationship Manager to oversee a large, complex commercial banking portfolio and drive growth for mid-market clients. The role emphasizes leveraging cross-functional collaboration to deliver tailored banking solutions and disciplined risk management.

The ideal candidate has 8+ years in banking, a BA/MBA in finance or accounting, and FINRA licenses. You will lead client relationships, evaluate credit requests, and guide strategic financing aligned with

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