Commercial Relationship Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Develop and expand a Middle Market Commercial portfolio through proactive prospecting, cultivation of Centers of Influence (COI), and strategies for client retention.

• Foster growth in loan, deposit, and fee income by identifying opportunities and implementing structured calling plans.

• Collaborate across departments to provide comprehensive solutions in areas such as Treasury Management, Capital Markets, Private Banking, and Wealth.

• Evaluate client financials and create credit solutions that adhere to risk and policy guidelines.

• Oversee portfolio risk and ensure adherence to credit policies, regulatory standards, and business strategies.

• Present credit recommendations and engage in the loan approval process alongside Portfolio Management.

• Participate in community and business organizations to enhance brand visibility and build referral networks.

• Report any suspicious activity to Financial Intelligence.

• Notify management or HR of customer complaints and procedural violations.

• Report ethical concerns through Associated Bank’s anonymous Ethics Hotline as necessary.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Accounting, or a related field with equivalent experience.

• Minimum of 8 years in commercial banking or B2B business development.

• Demonstrated success in portfolio growth, client management, and credit analysis.

• Strong understanding of commercial products and non-credit solutions.

• Experience in building portfolios within expansion or growth markets is preferred.

• Established network of middle market clients and Centers of Influence is preferred.

• Must accurately represent yourself and your experiences during the recruitment and hiring process.

• Successful completion of a comprehensive background check for new hires is required.

• Compliance with relevant enterprise policies, procedures, laws, and regulations, including the Bank Secrecy Act.

🏝️ Benefits

• Retirement savings options, including both 401(k) and Pension plans.

• Paid time off for volunteering in your community.

• Opportunities to engage with others through diversity-focused Colleague Resource Groups.

• Competitive salaries along with professional development and advancement opportunities.

• Well-being programs and incentives.

• Parental leave.

• Employee stock purchase plan.

• Military benefits.

• Personal banking, loan, investment, and insurance benefits.