Commercial Relationship Manager

7 days ago

Exton, United States Citadel Full time
Job Overview:

Are you a passionate and results-oriented commercial banking professional seeking a dynamic environment to leverage your expertise?

We're seeking a seasoned Commercial Relationship Manager (CRM) to join our growing Business Banking team. In this pivotal role, you'll play a key role in driving commercial loan growth while building strong client relationships and fostering new deposit opportunities.

What You'll Do:

• Client Acquisition & Growth: Develop a network of Centers of Influence (COIs) and leverage existing relationships to identify and acquire new business members with revenue between $5-$25 million. Focus on securing loan opportunities with strong deposit potential.

• Trusted Advisor: Become a financial expert for your members, understanding their needs through in-depth financial analysis and proactively recommending solutions across Citadel's product suite (loans, deposits, etc.).

• Commercial Credit Expertise: Utilize your strong credit analysis skills to evaluate loan applications, structure deals, and manage credit risk, ensuring all member relationships meet strict compliance standards.

• Cross-Selling & Revenue Growth: Identify and leverage cross-selling opportunities to deepen client relationships and drive profitable business growth by exceeding loan, deposit, and fee income goals.

• Community Engagement: Be a visible and active in the local business community, fostering relationships and identifying potential business members.

• Partnership Focus: Collaborate effectively with internal teams (credit, deposit solutions) and external partners (COIs) to deliver a comprehensive 360-degree client experience.

Who You Are:

• Proven track record of originating and closing commercial loans within a competitive environment.

• Minimum of 7-10 years of experience in commercial banking, with a strong understanding of credit analysis and risk management.

• Excellent communication and presentation skills, with the ability to build strong relationships with business owners and decision-makers.

• Deep understanding of commercial banking products and cash management, including deposit solutions.

• Proven ability to develop and leverage strategic partnerships.

• Active and engaged member of the local business community.

Why Citadel?

At Citadel, you'll join a team passionate about helping local businesses thrive. We offer a competitive compensation and benefits package, along with opportunities for professional development and career advancement.

Responsibilities

• Become a product expert: Know Citadel's offerings inside and out, including competitor products.

• Build relationships: Network with influencers to bring in new business.

• Be active in the community: Represent Citadel and find opportunities locally.

• Understand client needs: Analyze financial data to identify member goals.

• Deliver exceptional service: Regularly review client relationships and provide solutions.

• Grow client business: Recommend products and close deals to reach revenue targets.

• Mentor colleagues: Train and develop less experienced branch staff and relationship managers.

• Close deals: Actively listen, present solutions, and secure member agreements.

Qualifications and Education Requirements

• Undergraduate degree in business/related field or equivalent work experience.

• 5 to 10 years commercial lending and deposit experience.

• Formal commercial lending credentials such as (CFI, RMA, or Moody).

• 10 plus years demonstrated sales and business development experience with proven results.

• Excellent customer service skills.

• Excellent verbal and written communication skills and Excellent presentation skills.

• In depth knowledge of financial products and banking regulations.

• Demonstrated experience with and expertise in analyzing and comprehending personal and commercial financial statements.

• Extensive experience and in-depth knowledge of commercial deposits, lending, and small business operations.

• Proficient in personal computer applications - PC (MS Windows and Office Products), Client Experience Desktop.

Performance Measurements

Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.

Work Environment

This position will be in an office environment with most work done on a computer. Some events may take place outdoors. Reasonable accommodations will be provided.

Physical Demands

The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee will regularly lift and/or move up to ten pounds. The employee will regularly sit; talk; hear; use hands to finger, handle, or feel; and reach with hands and arms. The employee will occasionally stand. Special vision requirements include close vision and the ability to adjust focus. The noise level in the work environment is usually moderate.

Travel to local and, on occasion out-of-town, meetings and events is required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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