Senior Relationship Manager (C&I)
Arizona
Job Title: Senior Relationship Manager (Commercial & Industrial – C&I)
Location: Phoenix, AZ
Position Summary
The Senior Relationship Manager (C&I) is responsible for developing, managing, and expanding a portfolio of commercial and industrial clients. This role focuses on driving loan and deposit growth, delivering tailored financial solutions, and building long-term client relationships.
The Senior Relationship Manager serves as a trusted advisor to clients, partnering across internal teams to provide comprehensive banking services while maintaining strong credit quality and risk management practices.
Key Responsibilities
Client Relationship Management
Manage and grow a portfolio of C&I clients, serving as the primary point of contact
Develop a deep understanding of clients’ businesses, industries, and financial needs
Build long-term relationships through proactive engagement and strategic advice
Business Development
Identify and pursue new business opportunities to expand the commercial portfolio
Generate new loan, deposit, and treasury management business
Leverage centers of influence, referrals, and networking to source new clients
Credit & Underwriting
Structure, negotiate, and present credit opportunities in alignment with bank policies
Partner with credit analysts and underwriting teams to assess risk and prepare loan packages
Monitor portfolio performance, including financial trends, covenant compliance, and risk ratings
Financial Solutions Delivery
Recommend and deliver a full suite of banking products, including loans, lines of credit, treasury services, and cash management solutions
Collaborate with treasury, wealth management, and other specialists to meet client needs
Portfolio Management
Maintain high asset quality and ensure compliance with internal credit standards
Conduct regular client reviews and risk assessments
Address problem credits and develop appropriate action plans
Cross-Functional Collaboration
Partner with internal teams including credit, treasury management, operations, and risk
Coordinate client onboarding and ensure a seamless service experience
Market & Industry Insight
Stay informed on economic trends, industry developments, and competitive landscape
Provide insights to clients and internal stakeholders
Qualifications
Bachelor’s degree in Finance, Business, or related field
8–12+ years of experience in commercial banking, specifically C&I lending
Proven track record of business development and portfolio growth
Strong credit analysis and underwriting expertise
Deep understanding of commercial banking products and services
Preferred Skills
Established network within the Dallas commercial market
Strong negotiation and deal structuring skills
Excellent communication, presentation, and relationship-building abilities
Ability to manage complex client relationships and transactions
Proficiency in financial analysis and risk assessment
Compensation & Benefits
Competitive base salary + incentive compensation tied to performance
Comprehensive health, dental, and vision benefits
401(k) with company match
Generous paid time off and holidays
Professional development and career advancement opportunities
Work Environment
Based in Dallas, TX with local travel for client meetings
Relationship-driven, client-facing role
Fast-paced, goal-oriented commercial banking environment