[Hiring] Middle Market Senior Relationship Manager @Community Financial System

Role Description

The Commercial Banking Middle Market Senior Relationship Manager is responsible for developing, managing, and expanding a portfolio of middle market commercial relationships by delivering comprehensive banking solutions that support clients' growth, operational, and strategic objectives. The Relationship Manager serves as the primary advisor to business owners, executives, and financial decision-makers, providing expertise in commercial lending, treasury management, deposits, and other commercial banking products and services.

This role focuses on companies generally ranging from $20 million to $500+ million in annual revenue across diverse industrial, manufacturing, distribution, transportation, business services, not for profit organizations and corporate sectors. The Senior Relationship Manager is accountable for portfolio growth, credit quality, profitability, and client retention while partnering with internal subject matter experts to deliver superior client experience.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.
• MBA, Commercial Banking School, Credit Training Program, or other advanced banking education preferred.
• All Applicants must be 18 years of age or older.

Requirements

• Minimum of 7 years of commercial banking experience with demonstrated success managing middle market relationships.
• Proven record of business development, portfolio growth, and credit underwriting.
• Experience serving corporate and industrial clients with annual revenues generally between $20 million and $500+ million.
• Experience structuring complex commercial credit transactions.

Benefits

• Compensation commensurate with experience plus potential for annual merit increase.
• 11 paid holidays.
• Paid vacation.
• Medical, Vision & Dental insurance.
• 401K with generous match.
• Pension.
• Tuition Reimbursement.
• Banking discounts.

Performance Expectations

• New commercial relationship acquisition.
• Loan portfolio growth.
• Commercial deposit growth.
• Treasury management revenue generation.
• Overall portfolio profitability.
• Credit quality and risk management.
• Client retention and satisfaction.
• Cross-sell and referral production.
• Community and market engagement.

Leadership Competencies

• Client Focus.
• Business Development Excellence.
• Strategic Thinking.
• Financial Acumen.
• Credit Discipline.
• Relationship Building.
• Collaboration.
• Accountability.
• Sound Judgment.
• Results Orientation.
• Ability to coach and mentor others.

Typical Portfolio

• Middle market companies with annual revenues of approximately $20 million to $500+ million.
• Commercial and industrial borrowers.
• Manufacturing companies.
• Distribution and logistics firms.
• Transportation businesses.
• Business service organizations.
• Employee-owned and family-owned enterprises.
• Not for profit organizations.
• Private equity-sponsored middle market companies (as applicable).