Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Senior Commercial Relationship Manager managing Middle Market clients generating up to $500 million at Banner Bank. Collaborating with banking partners to deliver tailored financial solutions.
Responsibilities
- Build and grow a portfolio of Middle Market clients with revenues up to $500 million through proactive relationship development.
- Identify strategic prospects and deepen existing relationships by understanding their business goals and delivering tailored financial solutions.
- Partner closely with product experts and internal teams to present comprehensive banking solutions that support client success.
- Engage regularly in on-site client meetings to build trust, uncover needs, and strengthen long-term partnerships.
- Focus 30–40% of your marketing time on specialized industry verticals and 60–70% on large C&I opportunities aligned to Middle Market clients.
- Negotiate loan terms, structure credit facilities, and prepare detailed credit analyses and recommendations.
- Monitor credit quality through daily portfolio oversight, periodic reviews, and adherence to compliance and regulatory standards.
- Actively engage in community visibility efforts to strengthen the bank’s presence and support business development.
- Mentor and coach junior Commercial Relationship Managers and collaborate within a high-performing, team-oriented environment.
- Ensure compliance with bank policies, security protocols, and all applicable laws and regulations.
Requirements
- You have a bachelor’s degree in Accounting, Business, Economics, Law, Computer Science, or a related field (Required).
- You have 6 or more years of experience in commercial credit, analysis, or business development (Required).
- An equivalent combination of education and experience can be considered in lieu of a degree.
Benefits
- Targeted starting salary range (based on experience): $151,017 - $204,317
- Annual incentive potential
- Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
- Paid vacation time, sick time and 11 company‑paid holidays
- 401k (with up to 4% match)
- Tuition reimbursement
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