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Commercial Banking Relationship Manager

Servbank
Phoenix, AZ Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 6/3/2025

We are seeking a motivated and dynamic Commercial Banking Relationship Manager to join our team. This role is designed for an individual eager to build and nurture client relationships in the commercial banking sector while supporting the growth and development of our banking portfolio. The successful candidate will work closely with senior management, underwriters, credit officers, and other team members to deliver exceptional service to our clients.

About Servbank :

Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.

Key Responsibilities :

  • Manage and grow a diverse portfolio of commercial banking clients.
  • Develop new client relationships, including depository relationships.
  • Participate in client meetings, presentations, and networking events to build and strengthen relationships.
  • Provide excellent customer service by responding to client inquiries, addressing concerns, and ensuring client satisfaction.
  • Conduct market research and analysis to support business development efforts and identify potential opportunities.
  • Assist in preparing loan proposals, credit analysis, and risk assessments for new and existing clients.
  • Monitor and track loan performance, ensuring compliance with bank policies and regulations.
  • Maintain accurate and up-to-date client records and documentation.
  • Collaborate with internal teams, including credit, underwriting, and operations, to ensure seamless client experiences.
  • Stay informed about industry trends, market conditions, and regulatory changes affecting commercial banking.
  • Gain experience in syndication and participation loans, contributing to the structuring and distribution of syndicated finance deals.

Requirements

  • Bachelor's degree in Finance, Business Administration, Real Estate, or a related field. An MBA would be an advantage.
  • 3-5 years of previous underwriting experience.
  • 3-5 years of experience in commercial banking, commercial real estate, private equity, or a related industry.
  • Strong interpersonal and communication skills, with the ability to build and maintain relationships with clients and colleagues.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Knowledge of financial analysis, credit analysis, and risk assessment.
  • Detail-oriented with strong organizational and time-management skills.
  • Ability to work effectively both independently and as part of a team.
  • Position may be filled as an SVP, VP, AVP, or Officer, DOE.
  • EEO Statement :

    We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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