Middle Market Relationship Manager -Miami, FL

FinTrust Connect Careers; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

FinTrust Connect Careers in Miami, FL seeks a Senior Relationship Manager for the Middle Market to originate complex relationships, advise clients, and balance growth with credit risk. You will lead business development, manage portfolio performance, and collaborate with Credit Risk and Treasury partners to deliver tailored banking solutions on-site in Miami.

The ideal candidate has 10+ years in commercial relationship management, a track record in cross-functional deal execution, and strong

Qualifications

• Bachelor's degree or higher in finance, accounting, business, economics, or related discipline.
• 10+ years of commercial relationship management experience.
• 5+ years of direct business development and new-client acquisition experience.
• Formal commercial credit training.
• Proven success originating and expanding middle market or large corporate banking relationships.
• Strong knowledge of commercial credit, loan structuring, financial analysis, risk ratings, and portfolio management.
• Experience advising privately held companies, larger corporate borrowers, private equity firms, or family offices.
• Ability to generate business through established referral networks, community involvement, and industry relationships.
• Experience identifying cross-functional opportunities involving treasury management, deposits, lending, and other banking services.
• Proficiency with client relationship management platforms, pipeline reporting, and revenue forecasting.
• Strong negotiation, executive communication, and relationship-building capabilities.
• Working knowledge of regulatory, reputational, operational, and credit risk considerations.
• Ability to work on-site in Miami, FL.

Responsibilities

• Lead the acquisition of new middle market and larger corporate relationships in South Florida.
• Create and execute market strategies that generate revenue and deepen share of wallet.
• Develop trusted-advisor relationships with corporate decision-makers, private equity sponsors, family offices, and referral sources.
• Maintain prospecting activity through referral networks, community involvement, industry associations, and direct client outreach.
• Analyze prospective relationships for strategic fit, credit suitability, revenue potential, and risk-adjusted return.
• Structure commercial banking solutions that align client objectives with internal credit, pricing, and risk requirements.
• Identify opportunities to introduce treasury management, deposit, lending, and other specialized financial solutions.
• Coordinate client presentations and engage internal product partners to deliver comprehensive recommendations.
• Manage an accurate pipeline within the organization's CRM platform and provide reliable forecasting of prospective revenue and relationship activity.
• Collaborate with Portfolio Managers, Associates, senior banking professionals, Credit Risk, and Client Services throughout underwriting, approval, onboarding, and closing.
• Provide strategic direction to deal teams during credit analysis, transaction negotiation, documentation, and externally facing closing activities.
• Maintain regular communication with clients to evaluate financial performance, emerging business needs, and changes in risk profile.
• Partner with Portfolio Managers to assess credit quality and recommend appropriate internal risk ratings.
• Review and provide direction on portfolio monitoring activities, including leveraged lending, shared credit exposure, criticized assets, and other internal reporting.
• Evaluate transaction-related approval requests involving overdrafts, manual wires, returned payments, and account restrictions.
• Manage regulatory, operational, reputational, and credit risks in accordance with established risk-appetite parameters.
• Support the professional development of Associates and Senior Associates by providing guidance on client strategy, credit events, and transaction execution.
• Represent the institution in the Miami business community and strengthen its visibility among prospective clients and referral partners.
• Report to senior commercial banking leadership and work closely with Credit Risk Management, Portfolio Management, Treasury Management, Client Services, and other product teams.

Skills

Relationship management

Credit analysis

Portfolio management

Negotiation

Executive communication

Business development

Cross-functional collaboration

Regulatory risk knowledge

Education

Bachelor's degree in finance, accounting, business, economics, or related discipline

MBA or advanced degree (preferred)

Tools

CRM platforms

Risk reporting tools

Job description

Senior Relationship Manager – Middle Market – Miami, FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Senior Relationship Manager, Middle Market opportunity in Miami. This role is ideal for an accomplished commercial banking leader who can originate complex relationships, serve as a strategic advisor to middle market and larger corporate clients, and balance revenue growth with disciplined credit and risk management.

Why this opportunity?

• Culture: Relationship-driven, collaborative, and performance-focused environment that values sound judgment, accountability, client service, and responsible growth
• Workplace: On-site — Miami, FL
• Function: Lead middle market business development, strategic relationship management, deal execution, portfolio oversight, and market expansion

Requirements:

• Bachelor's degree or higher in finance, accounting, business, economics, or a related discipline
• At least 10 years of commercial relationship management experience
• At least 5 years of direct business development and new-client acquisition experience
• Formal commercial credit training
• Demonstrated success originating and expanding middle market or large corporate banking relationships
• Strong knowledge of commercial credit, loan structuring, financial analysis, risk ratings, and portfolio management
• Experience advising privately held companies, larger corporate borrowers, private equity firms, or family offices
• Ability to generate business through established referral networks, community involvement, and industry relationships
• Experience identifying cross-functional opportunities involving treasury management, deposits, lending, and other banking services
• Proficiency with client relationship management platforms, pipeline reporting, and revenue forecasting
• Strong negotiation, executive communication, and relationship-building capabilities
• Working knowledge of regulatory, reputational, operational, and credit risk considerations
• Ability to work on-site in Miami, FL

Description:

• Lead the acquisition of new middle market and larger corporate relationships throughout the South Florida market.
• Create and execute market strategies that generate revenue, increase relationship penetration, and deepen share of wallet.
• Develop trusted-advisor relationships with corporate decision-makers, private equity sponsors, family offices, and professional referral sources.
• Maintain consistent prospecting activity through referral networks, community involvement, industry associations, and direct client outreach.
• Analyze prospective relationships to determine strategic fit, credit suitability, revenue potential, and risk-adjusted return.
• Structure commercial banking solutions that align client objectives with internal credit, pricing, and risk requirements.
• Identify opportunities to introduce treasury management, deposit, lending, and other specialized financial solutions.
• Coordinate client presentations and engage internal product partners to deliver comprehensive recommendations.
• Manage an accurate pipeline within the organization's CRM platform and provide reliable forecasting of prospective revenue and relationship activity.
• Collaborate with Portfolio Managers, Associates, senior banking professionals, Credit Risk, and Client Services throughout underwriting, approval, onboarding, and closing.
• Provide strategic direction to deal teams during credit analysis, transaction negotiation, documentation, and externally facing closing activities.
• Maintain regular communication with clients to evaluate financial performance, emerging business needs, and changes in risk profile.
• Partner with Portfolio Managers to assess credit quality and recommend appropriate internal risk ratings.
• Review and provide direction on portfolio monitoring activities, including leveraged lending, shared credit exposure, criticized assets, and other internal reporting.
• Evaluate transaction-related approval requests involving overdrafts, manual wires, returned payments, and account restrictions.
• Manage regulatory, operational, reputational, and credit risks in accordance with established risk-appetite parameters.
• Support the professional development of Associates and Senior Associates by providing guidance on client strategy, credit events, and transaction execution.
• Represent the institution in the Miami business community and strengthen its visibility among prospective clients and referral partners.
• Report to senior commercial banking leadership and work closely with Credit Risk Management, Portfolio Management, Treasury Management, Client Services, and other product teams.