Senior Commercial Relationship Leader

Servbank, sb Inc.; Lower Melville (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Servbank is seeking a Business Relationship Manager in New York to originate, develop, and manage relationships with commercial clients. You will provide banking solutions including lending, deposits, treasury management, and cash management, while driving growth and deepening client relationships.

The role requires strong sales acumen, credit expertise, and active community involvement to deliver a seamless client experience and contribute to bank profitability.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• Minimum 5 years of experience in Business Banking, Commercial Banking, or Relationship Management.
• Proven success developing new commercial relationships and generating loan and deposit growth.
• Experience with commercial credit analysis and financial statement review.
• Strong understanding of commercial banking products, treasury management services, and commercial lending.
• Demonstrated ability to meet and exceed sales goals.

Responsibilities

• Develop and execute a business development strategy to acquire new commercial relationships.
• Generate new loans, deposits, and treasury management opportunities through prospecting, referrals, networking, and community involvement.
• Build and maintain a strong network of referral sources, including attorneys, accountants, commercial real estate professionals, and business consultants.
• Conduct regular client meetings to understand business objectives and identify opportunities to provide financial solutions.
• Serve as the primary relationship manager for assigned clients and prospects.
• Manage and expand a portfolio of commercial relationships.

Skills

Relationship management

Credit analysis

Financial analysis

New business development

Negotiation

Education

Bachelor's degree

Job description

Servbank is seeking a Business Relationship Manager in New York to originate, develop, and manage relationships with commercial clients. You will provide banking solutions including lending, deposits, treasury management, and cash management, while driving growth and deepening client relationships.

The role requires strong sales acumen, credit expertise, and active community involvement to deliver a seamless client experience and contribute to bank profitability.