Senior Commercial Banking Relationship Manager

Public Value; Jericho (NY); On-site; USD 131,000 - 234,000; Full time

Benefits offered by this job

Health insurance

Retirement options

Tuition reimbursement

Paid time off

Mental health support

Job summary

Valley Bank is seeking a Commercial Banking Relationship Manager III to drive new business, grow existing client relationships, and coordinate cross‑line partnerships. You will manage loan structures, monitor credit quality, and ensure successful closings with accurate documentation.

The role emphasizes proactive relationship leadership, portfolio profitability, and collaboration with senior management to meet client banking needs across the bank.

Qualifications

• Excellent interpersonal and presentation skills with strong written and verbal communication.
• Proven ability to prospect new business and expand client relationships.
• Strong credit underwriting knowledge and loan documentation capabilities.
• Independent work ethic and teamwork to achieve department goals.
• Proficient in Salesforce, nCino or similar CRM platforms.

Responsibilities

• Develop new client relationships and expand existing ones.
• Cross-sell bank products and manage profitability of portfolios.
• Negotiate loan terms and structure credit facilities per policy.
• Ensure accurate financial information and monitor credit quality.
• Coordinate loan closings and ensure proper legal documentation.

Skills

Interpersonal skills

Presentation skills

Communication skills

Credit underwriting

Loan documentation

Salesforce

nCino

Microsoft Word

Excel

Outlook

Education

High School Diploma or equivalent

Bachelor's degree in Finance, Accounting or business

Tools

Salesforce

nCino

Microsoft Word

Excel

Outlook

Job description

Valley Bank is seeking a Commercial Banking Relationship Manager III to drive new business, grow existing client relationships, and coordinate cross‑line partnerships. You will manage loan structures, monitor credit quality, and ensure successful closings with accurate documentation.

The role emphasizes proactive relationship leadership, portfolio profitability, and collaboration with senior management to meet client banking needs across the bank.