The Relationship Manager develops business relationships, manages portfolios, negotiates loan structures, and maintains knowledge of banking products and financial principles.
Job Summary & Responsibilities
Position Competencies:
Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, build strong peer relationships and manage with courage.
Position Responsibilities:
Travel
Travel is required of this position at least 10% of the time.
Relationship Manager, Middle Market
The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM.
The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM.
Position Competencies:
Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command of the situation, build strong peer relationships and manage with courage.
Position Responsibilities:
- Increase the Bank's profitability by cultivating new business relationships.
- Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements.
- Negotiate proper loan structures, selling the Bank's credit and non-credit products.
- Accept special projects in support of the team and community involvement.
- Maintain knowledge of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions.
- Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions.
Travel
Travel is required of this position at least 10% of the time.
Top Skills
Banking
Credit Analysis
Financial Analysis
Marketing
Sales
Treasury Management
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
