Middle Market Relationship Manager - Institutional Client Group

US Bank; Milwaukee (WI); On-site; USD 120,000 - 190,000; Full time

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

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Relationship Manager (RM) is responsible for managing and growing a complex portfolio of companies in Milwaukee having revenues ranging from $50 million to $1 billion. While primarily focusing on the Commercial Banking Middle Market segment, this team is part of U.S. Bank's Institutional Client Group (ICG), which services our largest clients. This SVP-level role drives new client acquisition and deepens existing relationships by understanding complex business models, delivering tailored banking solutions, and structuring credit facilities that support growth, liquidity, and short- to long-term capital strategies. The role works collaboratively with the portfolio management and credit teams to structure thoughtful financing solutions and maintain sound credit practices, ensuring the portfolio remains healthy while supporting clients' strategic needs. A successful candidate will demonstrate exceptional business-development capability, strong financial and analytical acumen, and the ability to design and negotiate credit structures across a range of financing needs. The RM provides strategic financial advice, identifies opportunities across the bank's full product suite, and brings forward the right partners to deliver an integrated client experience. This is a high impact role for a banker who thrives in a dynamic, relationship driven environment and is motivated to build a high performing portfolio.

Essential 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.

Essential Qualifications

• Reputation and market knowledge of clients, prospects, and COI's
• Experience serving companies with revenues ranging from $50 million to $1 billion
• 8+ years of banking experience
• BA/MBA in finance, accounting, or other related field, or equivalent experience
• FINRA SIE, Series 63, Series 79 (obtain within 180 days of hire if not already held)
• Proven leadership abilities and strategic management skills
• Strong relationship management and business development/sales skills