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Commercial Relationship Manager II
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-12
Listing for:
Financial Staffing LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Banking & Finance -
Sales
Banking & Finance
Job Description & How to Apply Below
Job Functions
- Responsible for generating new business while managing existing commercial clients in appropriate market segment.
- Develop and execute market strategies for development, growth, and retention. Execute the strategy with calls, visits, client qualification and meeting follow-up to maintain, enhance and expand client relationships.
- Actively cross-sell Bank products.
- Make financing proposals. Negotiate terms and conditions for loans, leases, etc.
- Interact with Loan Review.
- Exercise strong credit and pricing skills. Make both credit and pricing recommendations for above assigned authority and decisions for credits within assigned authority.
- Use skill to analyze small business financial statements and credit information to discuss client needs and recommend Bank services and solutions.
- Sponsor loan requests through the appropriate credit approval process.
- Respond promptly to client issues, questions and concerns.
- Manage administrative tasks, including credit analysis and processing.
- Stay actively involved in the community and area functions.
- Responsible for management of portfolios for medium to large-sized businesses.
- May include other tasks and responsibilities as needed.
- Exceptional client interaction skills.
- Possesses strong background and understanding of corporate finance and business acumen.
- Demonstrates mastery of the spectrum of Bank products including credit, international, cash management, leasing, and consumer products.
- Ability to organize and lead sales initiatives, including generating complex, customized proposals.
- Professional sales skills and experience, including planning, execution, and follow-up.
- Strong problem-solving skills.
- Outstanding verbal and written communication skills.
- Bachelor’s Degree or equivalent education & working experience.
- 5+ years experience in banking new business development sales.
- Ability to travel.
- Mid-Senior level
- Full-time
- Sales and Finance
- Banking and Financial Services
Position Requirements
5+ Years
work experience
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