Senior Relationship Manager, Middle Market Banking

Tri Counties Bank; Irvine (CA); On-site; USD 154,000 - 205,000; Full time

Job summary

Tri Counties Bank is seeking a Middle Market Senior Relationship Manager in California to develop and manage a portfolio of large commercial clients with revenues around $50MM and up. You will serve as trusted advisor, coordinating with credit and bank partners to deliver loans, deposits and treasury solutions.

The role requires deep credit analysis, strategic relationship management, and the ability to present complex financial solutions to Owners and senior executives.

Qualifications

• Advanced credit analysis knowledge and ability to structure and price loans.
• Strong understanding of commercial credit guidelines, policies and procedures.
• Proven track record of driving growth in commercial banking relationships.
• Excellent verbal and written communication, professional presentation.”
• Ability to work with Owners, Senior Executives, and Centers of Influence.

Responsibilities

• Develops and manages relationships with commercial clients in assigned segments.
• Lead and coordinate with bank partners to create and implement growth strategies for large clients.
• Provide industry knowledge and advisory support for the vertical.
• Perform annual client reviews and coordinate with Credit Team for underwriting.

Skills

Credit analysis

Commercial lending

Relationship management

Communication skills

Team collaboration

Education

High school diploma or GED

Bachelor’s degree preferred

Job description

Tri Counties Bank is seeking a Middle Market Senior Relationship Manager in California to develop and manage a portfolio of large commercial clients with revenues around $50MM and up. You will serve as trusted advisor, coordinating with credit and bank partners to deliver loans, deposits and treasury solutions.

The role requires deep credit analysis, strategic relationship management, and the ability to present complex financial solutions to Owners and senior executives.