Senior Relationship Manager, CRE

A Senior Relationship Manager at a bank is responsible for managing and growing relationships with high-value clients, such as corporations, high-net-worth individuals, or institutional investors. Their key responsibilities typically include:

Client Relationship Management

• Building and maintaining strong relationships with key clients.

• Understanding clients’ financial needs and providing tailored banking solutions.

• Acting as the primary point of contact for clients, ensuring satisfaction and long-term retention.

Sales & Business Development

• Identifying and pursuing new business opportunities to expand the client portfolio.

• Cross-selling various banking products and services, including loans, treasury services, investment products, and cash management solutions.

• Developing strategic plans to achieve revenue and profitability targets.

Financial Advisory & Risk Management

• Analyzing clients' financial situations and recommending appropriate banking products.

• Monitoring credit risk, compliance, and regulatory requirements.

• Coordinating with internal teams (credit analysts, investment advisors, and product specialists) to deliver comprehensive financial solutions.

Market & Industry Research

• Staying up to date on industry trends, regulatory changes, and market conditions that may affect clients.

• Providing insights and financial guidance to help clients navigate economic challenges.

Leadership & Collaboration

• Mentoring junior relationship managers and supporting team objectives.

• Collaborating with different departments within the bank (e.g., credit risk, legal, and compliance) to streamline processes and improve service delivery.

This role requires strong financial knowledge, sales skills, relationship-building abilities, and an in-depth understanding of banking products and services.