Sr. Commercial Relationship Manager -Orlando, FL

FinTrust Connect

  • Orlando, Florida
  • 30+ days ago

    Highlights

    This role is ideal for a seasoned commercial banking professional who excels at business development, portfolio management, and relationship expansion while delivering customized financial solutions to business clients and high-net-worth individuals. Function: Lead commercial banking growth initiatives through loan and deposit production, portfolio management, client relationship development, and mentorship of commercial banking team members.

    Numbers & Facts

    LocationOrlando, Florida
    Websitehttps://fintrustconnect.com/

    Description

    Senior Commercial Relationship Manager -Orlando, FL

    FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a confidential Senior Commercial Relationship Manager opportunity. This role is ideal for a seasoned commercial banking professional who excels at business development, portfolio management, and relationship expansion while delivering customized financial solutions to business clients and high-net-worth individuals. The position offers the opportunity to drive growth, influence market strategy, and contribute leadership within a high-performing commercial banking team.

    Why this opportunity?
    • Culture: Relationship-focused, collaborative, and performance-driven environment that values integrity, accountability, client service excellence, and prudent risk management.
    • Workplace: On-site in Orlando, FL
    • Function: Lead commercial banking growth initiatives through loan and deposit production, portfolio management, client relationship development, and mentorship of commercial banking team members.
    Requirements:
    • Bachelor's degree or equivalent combination of education, training, and relevant experience
    • Minimum 8 years of commercial banking experience
    • Experience managing commercial loan portfolios and business banking relationships
    • Proven success in commercial loan and deposit generation
    • Strong credit analysis, financial statement analysis, and cash flow assessment skills
    • Experience structuring and underwriting complex commercial lending opportunities
    • Knowledge of commercial banking products, treasury management services, and deposit solutions
    • Familiarity with Bank Secrecy Act (BSA) requirements and banking regulatory compliance
    • Experience utilizing CRM platforms to manage sales pipelines and client relationships
    • Leadership or team mentoring experience preferred
    • Strong business development, negotiation, and relationship management skills
    • Knowledge of the local commercial market and business community
    Description:
    • Manage and grow a commercial loan portfolio exceeding $90MM while maintaining strong credit quality and profitability objectives
    • Develop new business opportunities through prospecting, networking, referrals, and targeted business development activities
    • Maintain and expand a large deposit portfolio with emphasis on acquiring and retaining low-cost deposits
    • Conduct sales calls and relationship reviews with existing and prospective commercial clients
    • Analyze financial statements, tax returns, cash flow, and other financial information to evaluate creditworthiness
    • Structure complex commercial lending and deposit solutions that balance client needs, risk management, and profitability goals
    • Prepare comprehensive loan presentations and recommendations for Loan Committee approval
    • Maintain ongoing portfolio quality through proper documentation, monitoring, compliance, and collection efforts when necessary
    • Utilize consultative sales techniques to deepen client relationships and identify opportunities across the bank's product suite
    • Collaborate with Treasury Management, Credit Administration, Retail Banking, Wealth Management, and other business units to deliver comprehensive client solutions
    • Monitor market conditions and competitive trends to identify growth opportunities within the assigned territory
    • Ensure adherence to internal policies, regulatory requirements, risk management standards, and Bank Secrecy Act guidelines
    • Represent the organization at community events, networking functions, and industry activities to strengthen market presence
    • Provide leadership, mentorship, and support to members of the Commercial Relationship Management team
    • Achieve annual production, portfolio growth, profitability, and client retention goals established by executive leadership


    Similar Jobs