Senior Middle-Market Relationship Architect

Coca-Cola Beverages Northeast

Buffalo (NY)

On-site

USD 120,000 - 190,000

Full time

3 days ago
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Job summary

Community Financial System, Inc. (CFSI) in Upstate New York seeks a Commercial Banking Middle Market Senior Relationship Manager to develop, manage and expand a portfolio of middle market relationships by delivering comprehensive banking solutions for growth, working capital, and acquisitions.

You will serve as the primary advisor to business owners and executives, collaborating with Treasury, Wealth, and Credit teams to drive portfolio growth, monitor risk, and ensure exceptional client

Qualifications

  • Bachelor's degree or higher in finance, accounting, business, economics or related field.
  • MBA or equivalent banking education preferred.
  • Minimum 7 years of commercial banking experience with middle market clients.

Responsibilities

  • Develop and execute strategic plans to acquire new middle market relationships.
  • Build and maintain pipelines to achieve loan, deposit, revenue, and fee-income goals.
  • Deliver consultative advice and customize financial solutions for growth and working capital needs.
  • Coordinate internal resources to ensure seamless delivery of products and services.
  • Conduct regular client reviews to deepen relationships and increase wallet share.
  • Structure and negotiate commercial credit facilities and monitor risk.
  • Partner with Treasury Management to provide cash management and liquidity solutions.

Skills

Commercial lending
Financial statement analysis
Credit risk assessment
Treasury management knowledge

Education

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
MBA, Commercial Banking School, Credit Training Program, or other advanced banking education

Job description

Community Financial System, Inc. (CFSI) in Upstate New York seeks a Commercial Banking Middle Market Senior Relationship Manager to develop, manage and expand a portfolio of middle market relationships by delivering comprehensive banking solutions for growth, working capital, and acquisitions.

You will serve as the primary advisor to business owners and executives, collaborating with Treasury, Wealth, and Credit teams to drive portfolio growth, monitor risk, and ensure exceptional client

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