Senior Relationship Manager (CRE)

Job Title: Senior Relationship Manager (CRE)

Location: Boise, ID

POSITION OVERVIEW

The Senior Relationship Manager (CRE) 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 for all banking needs.

• Develop a deep understanding of each client’s business, industry dynamics, and financial objectives to provide strategic advisory value.

• Build long-term relationships through proactive engagement, regular touchpoints, and consistent delivery on commitments.

Business Development

• Identify and pursue new business opportunities to expand the commercial portfolio through prospecting, referrals, and market networking.

• Generate new loan, deposit, and treasury management business through disciplined calling activity and relationship cultivation.

• Leverage centers of influence including CPAs, attorneys, and private equity sponsors to source new client relationships.

Credit & Underwriting

• Structure, negotiate, and present credit opportunities in alignment with bank credit policies and risk appetite.

• Partner with credit analysts and underwriting teams to assess risk and prepare comprehensive loan packages.

• Monitor portfolio performance on an ongoing basis, including financial trends, covenant compliance, and risk rating accuracy.

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 management, wealth management, and other internal specialists to meet complex client needs.

Portfolio Management & Cross-Functional Collaboration

• Maintain high asset quality across the portfolio and ensure compliance with internal credit standards and reporting requirements.

• Conduct regular client reviews and proactive risk assessments; address problem credits and develop appropriate action plans.

• Partner with internal teams including credit, treasury management, operations, and risk to coordinate a seamless client experience.

• Stay current on economic trends, industry developments, and the competitive landscape; share market insights with clients and internal stakeholders.

QUALIFICATIONS & EXPERIENCE

• Eight to twelve or more years of experience in commercial banking with a specific focus on C&I lending and relationship management.

• Proven track record of business development, portfolio growth, and client retention in a competitive commercial banking market.

• Strong credit analysis and underwriting expertise, with the ability to structure and present complex commercial transactions.

• Established network within the Dallas commercial market preferred.

• Excellent negotiation, communication, and relationship-building skills; strong executive presence.

• Bachelor’s degree in Finance, Business, or a related field required.

CORE COMPETENCIES

COMPENSATION & STRUCTURE

• Competitive base salary commensurate with experience and market; specific compensation is discussed on a per-opportunity basis and varies by institution.

• Annual performance bonus based on individual contribution, business results, and achievement of established goals.

• Full benefits package including health, dental, vision, 401(k) with employer match, and paid time off.

• Career advancement opportunities into Senior RM, Team Lead, or Market President roles for high-performing producers.

This position profile was prepared by L.D. Peck Executive Search | Confidential – For Authorized Distribution Only