Senior Relationship Manager – Global Commercial Banking

Jobtailor; Newport Beach (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Jobtailor seeks a senior banking professional in Newport Beach, CA to provide strategic financial solutions to Global Commercial Banking clients and prospects. You will serve as the primary advisor, manage a broad client portfolio, and coordinate with Product Specialists to tailor credit, treasury, and cash management offerings.

The role demands a proven track record in sales, cross-selling, and closing profitable transactions, with deep corporate finance, capital markets, and accounting

Qualifications

• 10+ years in Commercial Lending or Investment Banking.
• Proven ability to manage an extensive client portfolio.
• Proven track record of prospecting, expanding relationships, and closing profitable transactions.
• Professional sales skills including planning, execution, and follow-up of meetings.
• Strong corporate finance, capital markets, and accounting acumen.
• Financial modeling experience.

Responsibilities

• Provide advice and financial solutions to Global Commercial Banking clients.
• Serve as primary point of contact or trusted advisor.
• Acquire, deepen, and maintain profitable client relationships.
• Collaborate with teammates and product specialists to facilitate client relationships.
• Identify cross-selling opportunities using bank products and services.
• Lead dialogue with complex clients on industry, capital structures, and business issues.
• Coach and mentor peers.

Skills

Commercial Lending Experience

Investment Banking Expertise

Financial Modeling Skills

Leadership Ability

Client Relationship Management

Cross-Selling Strategies

Business Development

Strong communication skills

Portfolio Management

Credit Training

Education

Undergraduate degree or equivalent work experience

MBA desirable

SIE License

Series 7 License

Series 63 License

Job description

• Provide advice and valuable financial solutions to complex Global Commercial Banking clients and prospects
• Serve as primary point of contact or trusted advisor
• Acquire, deepen, and maintain profitable client relationships
• Collaborate with teammates and facilitate client relationships with Product Specialists
• Identify cross-selling opportunities using knowledge of bank products and services
• Manage an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion
• Help companies save, borrow, and invest for current and future needs
• Prospect for new business and enhance existing relationships
• Interpret financial and cash flow statements to assess company financial conditions and industry trends
• Collaborate with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management
• Design and deliver financial solutions with Product Specialists in Credit, Treasury Management, and Merchant Services
• Lead dialogue with complex clients and prospects on industry, capital structures, and business issues
• Coach and mentor peers
• Adapt to changes in sales practices and market and industry conditions

Requirements

• Minimum 10 years’ experience in Commercial Lending or Investment Banking
• Ability to manage an extensive portfolio of clients
• Proven track record of prospecting new business, enhancing existing relationships, and closing profitable transactions
• Professional sales skills and experience, including planning, execution, and follow-up of client meetings
• Strong corporate finance, capital markets, and accounting acumen
• Financial modeling experience
• Completion of formal credit training
• Outstanding oral and written communication skills
• Demonstrated leadership ability
• Ability to organize, facilitate, lead, and negotiate with bank associates to solve client problems
• Must obtain SIE, Series 7, and Series 63 licenses within 180 days of start date
• Undergraduate degree or equivalent work experience desired
• Business, finance, or economics majors preferred
• MBA desirable
• Existing knowledge of the market preferred
• Active networking contacts and established Centers of Influence in the market
• Active membership/participation in local community organizations

Core Competencies

Demonstrates expertise in managing complex client portfolios and delivering tailored financial solutions, with a strong foundation in corporate finance, capital markets, and commercial lending. Proven ability to prospect new business and enhance client relationships while leading and mentoring teams.

Highest-signal resume keywords

• Commercial Lending Experience
• Investment Banking Expertise
• Financial Modeling Skills
• Leadership Ability
• Client Relationship Management

Hard Skills

• Corporate Finance
• Capital Markets
• Financial Analysis
• Credit Training
• Cash Flow Statement Interpretation
• Portfolio Management
• Sales Planning
• Negotiation Skills
• Cross-Selling Strategies
• Business Development

Soft Skills

• Outstanding Communication Skills
• Coaching and Mentoring
• Collaboration
• Problem Solving
• Adaptability

Certifications & Qualifications

• SIE License
• Series 7 License
• Series 63 License

Industry Keywords

• Global Commercial Banking
• Financial Solutions
• Wealth Management
• Treasury Management
• Merchant Services
• Investment Banking
• Foreign Exchange
• Centers of Influence
• Networking
• Community Engagement